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Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth0.00%

6.68%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
3.0star
6M
1Y
3Y
All

Fund Details

Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth

RiskLow to Moderate
Min SIP AmountNot Supported
Expense Ratio1.15%
NAV₹14.27 (03 Mar 2021)
Fund Started08 Mar 2016
Fund Size107 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
6.7%
6.8%
-
7.2%
Category Average
10.5%
6.4%
7.5%
-
Rank Within Category
38
12
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 6.7% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills18.6%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD9.3%
LIC Housing Finance Ltd.FinancialDebenture8.4%
Housing Development Finance Corpn. Ltd.FinancialDebenture8.4%
National Thermal Power Corp. Ltd.EnergyBonds/NCD5.0%
REC Ltd.FinancialBonds0.8%
LIC Housing Finance Ltd.FinancialDebenture0.7%

Fund Managers

Siddharth Chaudhary
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Rahul Baijal
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Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth Details

Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 08 Mar 2016. Siddharth Chaudhary, Rahul Baijal is the Current Fund Manager of Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹107 Cr and the Latest NAV as of 03 Mar 2021 is ₹14.27.

The Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth is rated Low to Moderate risk. Minimum SIP Investment is set to 500.

Investment Objective

The scheme seeks to minimise risk of capital loss by investing in a portfolio of fixed-income securities. It may invest a part of the assets in equity to seek capital appreciation.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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