Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth+0.37%

5.84%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
6M
1Y
3Y
All

Fund Details

Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.99%
NAV13.93 (27 Oct 2020)
Fund Started06 Apr 2016
Fund Size92 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
5.8%
6.5%
NA
7.5%
Category Average
6.4%
4.5%
5.2%
-
Rank within category
32
9
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 5.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Indian Railway Finance Corpn. Ltd.FinancialDebenture10.5%
    National Bank For Agriculture & Rural DevelopmentFinancialCP9.7%
    LIC Housing Finance Ltd.FinancialDebenture9.6%
    Housing Development Finance Corpn. Ltd.FinancialDebenture8.8%
    REC Ltd.FinancialBonds8.4%
    Export-Import Bank Of IndiaFinancialCD5.4%
    Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD5.4%
    Reserve Bank of IndiaFinancialT-Bills5.3%
    National Thermal Power Corp. Ltd.EnergyBonds/NCD5.2%
    NHPC Ltd.EnergyBonds3.0%
    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 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 8 Direct Growth Details

    Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth is a Dynamic/Asset Allocation 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 ₹92 Cr and the Latest NAV as of 27 Oct 2020 is ₹13.93.

    The Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth is rated Moderately Low 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
    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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