1M
6M
1Y
3Y
All
| NAV: 08 Mar 2021 | ₹12.82 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹107.25Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Dynamic/Asset Allocation Dynamic/Asset Allocation
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 6.8% | 6.8% | 7.4% |
| Category average | NA | 8.8% | 15.1% | NA |
| Rank with in category | NA | 37 | 11 | NA |
Understand terms
Holdings (67)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 10.18% |
Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 10.06% |
Power Grid Corporation of India Ltd. | Energy | Bonds | 9.26% |
Housing Development Finance Corpn. Ltd. | Financial | Debenture | 9.23% |
LIC Housing Finance Ltd. | Financial | Debenture | 9.21% |
LIC Housing Finance Ltd. | Financial | Debenture | 9.19% |
Housing Development Finance Corpn. Ltd. | Financial | Debenture | 9.19% |
Power Grid Corporation of India Ltd. | Energy | Bonds | 9.15% |
Power Finance Corpn. Ltd. | Financial | Bonds | 8.37% |
Power Finance Corpn. Ltd. | Financial | Bonds | 8.23% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.15%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Siddharth ChaudharyFeb 2016 - PresentView details
Siddharth Chaudhary
Feb 2016 - Present
View details
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Also manages these schemes
Rahul BaijalOct 2016 - PresentView details
Rahul Baijal
Oct 2016 - Present
View details
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular IDCW
VS
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