Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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
NAV: 06 Apr '21
₹14.26
Min. SIP amount
Not Supported
Fund size
₹96.13 Cr
Expense ratio
0.99%
Holdings (6)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 10.41% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 9.92% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.34% |
| Reserve Bank of India | Financial | T-Bills | 5.21% |
| Reserve Bank of India | Financial | T-Bills | 2.08% |
| Power Finance Corpn. Ltd. | Financial | NCD | 0.83% |
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +3.5% | +13.1% | +6.8% | +7.4% |
| Category average (Dynamic/Asset Allocation Dynamic/Asset Allocation) | +6.8% | +8.8% | +15.1% | -- |
| Rank (Dynamic/Asset Allocation Dynamic/Asset Allocation) | -- | 30 | 14 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
About Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
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. The fund currently has an Asset Under Management(AUM) of ₹76,137 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.
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,