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Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth+0.01%

13.10%
1 Year Return
Hybrid
Conservative Hybrid
6M
1Y
3Y
All

Fund Details

Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth

RiskLow to Moderate
Min SIP AmountNot Supported
Expense Ratio0.99%
NAV₹14.26 (06 Apr 2021)
Fund Started06 Apr 2016
Fund Size96 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.1%
6.8%
-
6.3%
Category Average
13.0%
6.3%
6.7%
-
Rank Within Category
30
14
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 13.1% 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-Bills10.4%
Indian Railway Finance Corpn. Ltd.FinancialDebenture9.9%
Housing Development Finance Corpn. Ltd.FinancialDebenture8.3%
Reserve Bank of IndiaFinancialT-Bills5.2%
Reserve Bank of IndiaFinancialT-Bills2.1%
Power Finance Corpn. Ltd.FinancialNCD0.8%

Fund Managers

Siddharth Chaudhary
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Rahul Baijal
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Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth Details

Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 06 Apr 2016. Srividhya Rajesh, S Bharath, Siddharth Chaudhary is the Current Fund Manager of Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹96 Cr and the Latest NAV as of 06 Apr 2021 is ₹14.26.

The Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth is rated Low to Moderate risk.

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
Website
NA
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,
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