Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth+0.07%

3Groww
9.91%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
3.0 star
6M
1Y
3Y
All

Fund Details

Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.15%
NAV13.41 (09 Dec 2019)
Fund Started08 Mar 2016
Fund Size100 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
9.9%
7.6%
NA
8.1%
Category Average
5.2%
5.1%
2.7%
-
Rank within category
7
6
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 9.9% annual returns

    Comparison

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    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD10.0%
    Housing Development Finance Corpn. Ltd.FinancialDebenture9.2%
    LIC Housing Finance Ltd.FinancialDebenture9.2%
    Power Grid Corporation of India Ltd.EnergyBonds9.2%
    Power Finance Corpn. Ltd.FinancialBonds8.3%
    National Thermal Power Corp. Ltd.EnergyBonds/NCD5.4%
    REC Ltd.FinancialBonds5.1%
    Axis Bank Ltd.FinancialCD4.8%
    HDFC Bank Ltd.FinancialEquity3.9%
    Tata Sons Ltd.FinancialDebenture3.0%
    See All

    Fund Managers

    addSiddharth Chaudhary
    Education
    Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
    Funds Managed
    addRahul Baijal
    Education
    Mr. Baijal is B.E. Electronics & Communication and MBA.
    Experience
    Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
    Funds Managed

    Other 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 introduced 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.The fund currently has an Asset Under Management(AUM) of ₹100 Cr and the Latest NAV as of 09 Dec 2019 is ₹13.41.

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

    Investment Objective

    The objective of this Scheme would be to seek income and minimise risk of capital loss by investing in a portfolio of fixedincome securities. The scheme may invest a part of the assets in equity to seek capital appreciation.

    Tax Implications

    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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