Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth-0.10%

4.83%
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

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.15%
NAV14.06 (25 Nov 2020)
Fund Started08 Mar 2016
Fund Size105 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
4.8%
6.3%
-
7.1%
Category Average
7.6%
4.9%
5.8%
-
Rank Within Category
36
6
-
-
*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 4.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reserve Bank of IndiaFinancialT-Bills18.9%
    Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD9.6%
    LIC Housing Finance Ltd.FinancialDebenture8.7%
    Housing Development Finance Corpn. Ltd.FinancialDebenture8.7%
    Power Grid Corporation of India Ltd.EnergyBonds8.7%
    National Bank For Agriculture & Rural DevelopmentFinancialCP6.4%
    National Thermal Power Corp. Ltd.EnergyBonds/NCD5.1%
    REC Ltd.FinancialBonds4.8%
    NHPC Ltd.EnergyBonds2.2%
    HDFC Bank Ltd.FinancialEquity1.0%
    See All

    Fund Managers

    Siddharth Chaudhary
    keyboard_arrow_down
    Rahul Baijal
    keyboard_arrow_down

    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 ₹105 Cr and the Latest NAV as of 25 Nov 2020 is ₹14.06.

    The Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth is rated Moderately Low 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

    Compare Funds

    Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
    VS
    search

    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,
    Similar Funds
    Data not available