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%
FinancialDebenture8.34%
Reserve Bank of India
FinancialT-Bills5.21%
Reserve Bank of India
FinancialT-Bills2.08%
Power Finance Corpn. Ltd.
FinancialNCD0.83%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: 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

Expense ratio, exit load and tax

Expense ratio: 0.99%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Fund management

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

Fund house & investment objective

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
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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