| NAV: 06 Apr 2021 | ₹12.71 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹96.13Cr |
Returns and rankings
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 12.9% | 6.6% | 7.1% |
| Category average | NA | 13.0% | 8.0% | NA |
| Rank with in category | NA | 29 | 7 | NA |
Holdings (6)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reserve Bank of India | Financial | T-Bills | 10.4% |
Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 9.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.3% |
Reserve Bank of India | Financial | T-Bills | 5.2% |
Reserve Bank of India | Financial | T-Bills | 2.1% |
Power Finance Corpn. Ltd. | Financial | NCD | 0.8% |
Expense ratio, exit load and tax
Expense ratio: 1.14%
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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Siddharth ChaudharyMar 2016 - PresentView details
Rahul BaijalOct 2016 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW?
You can easily invest in Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW provide?
The Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW has been there from 06 Apr 2016 and the average annual returns provided by this fund is 12.94% since its inception.
How much expense ratio is charged by Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW?
The term
Expense Ratio used for Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW is 1.14% as of 18 May 2022...
What is the AUM of Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW?
The AUM, short for Assets Under Management of Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW is ₹96.13Cr as of 18 May 2022.
How to Redeem Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW?
If you want to sell your Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW?
What is the NAV of Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW?
The NAV of Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW is ₹12.71 as of 06 Apr 2021.
