Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Dynamic/Asset Allocation
Dynamic/Asset Allocation
Low to Moderate Risk
6.77%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
  NAV: 06 Apr 2021₹14.26
Min. SIP amountNot Supported
RatingNA
Fund size₹96.13Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (6)NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills10.41%
Indian Railway Finance Corpn. Ltd.
FinancialDebenture9.92%
Housing Development Finance Corpn. Ltd.
FinancialDebenture8.34%
Reserve Bank of India
FinancialT-Bills5.21%
Reserve Bank of India
FinancialT-Bills2.08%
Power Finance Corpn. Ltd.
FinancialNCD0.83%
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Dynamic/Asset Allocation Dynamic/Asset Allocation
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA13.1%6.8%7.4%
Category averageNA8.8%15.1%NA
Rank with in categoryNA3014NA
Understand terms
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
0.99%
30 Sep 2020 - 31 Mar 2021
0.99%
30 Sep 2019 - 30 Sep 2020
0.99%
31 Mar 2019 - 30 Sep 2019
1.97%
30 Sep 2018 - 31 Mar 2019
1.97%
31 Mar 2018 - 30 Sep 2018
1.97%
Expense ratio, exit load and taxExpense ratio: 0.99%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Fund managementSiddharth Chaudhary
Mar 2016 - Present
View details
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Also manages these schemes
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Hybrid Fund Series N Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Ultra Short Term Fund Direct Growth
Bajaj Finserv Liquid Fund Direct Growth
Bajaj Finserv Overnight Fund Direct Growth
Bajaj Finserv Money Market Fund Direct Growth
Bajaj Finserv Flexi Cap Fund Direct Growth
Bajaj Finserv Arbitrage Fund Direct Growth
Bajaj Finserv Banking and PSU Fund Direct Growth
Bajaj Finserv Balanced Advantage Fund Direct Growth
Bajaj Finserv Large and Mid Cap Fund Direct Growth
Bajaj Finserv Large Cap Fund Direct Growth
Bajaj Finserv Healthcare Fund Direct Growth
Bajaj Finserv ELSS Tax Saver Fund Direct Growth
Bajaj Finserv Gilt Fund Direct Growth
Bajaj Finserv Multi Cap Fund Direct Growth
Bajaj Finserv Small Cap Fund Direct Growth
Rahul Baijal
Oct 2016 - Present
View details
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining HDFC Mutual Fund, he has worked with Sundaram Mutual Fund, Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes
HDFC Large Cap Fund Direct Growth
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Multi Asset Fund Direct Growth
Sundaram Select Focus Fund Direct Growth
Sundaram Hybrid Fund Series N Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
HDFC Business Cycle Fund Direct Growth
HDFC MNC Fund Direct Growth
HDFC Defence Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹70,361.05Cr
Date of Incorporation26 Feb 1996
    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 26 Feb 1996.     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 ₹70,361 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 ObjectiveThe 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. 
 
;
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
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Vaishnavi Tech Park, South Tower, 3rd FloorSarjapur Main Road, Bellandur, Bengaluru – 560103Karnataka

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