Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth-0.42%

3
4.87%
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%
NAV13.70 (21 Sep 2020)
Fund Started08 Mar 2016
Fund Size103 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
4.9%
5.7%
NA
7.2%
Category Average
7.1%
4.5%
2.1%
-
Rank within category
32
8
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 4.9% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD9.8%
    Housing Development Finance Corpn. Ltd.FinancialDebenture8.9%
    LIC Housing Finance Ltd.FinancialDebenture8.9%
    Power Grid Corporation of India Ltd.EnergyBonds8.8%
    Power Finance Corpn. Ltd.FinancialBonds8.0%
    National Thermal Power Corp. Ltd.EnergyBonds/NCD5.3%
    REC Ltd.FinancialBonds4.9%
    Export-Import Bank Of IndiaFinancialCD4.8%
    National Bank For Agriculture & Rural DevelopmentFinancialCP3.8%
    HDFC Bank Ltd.FinancialEquity2.7%
    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 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.
    Funds Managed

    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 ₹103 Cr and the Latest NAV as of 21 Sep 2020 is ₹13.70.

    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