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Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Dividend+0.01%

5.54%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
6M
1Y
3Y
All

Fund Details

Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Dividend

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.14%
NAV₹12.65 (22 Jan 2021)
Fund Started06 Apr 2016
Fund Size95 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.5%
6.3%
-
1.8%
Category Average
8.5%
5.2%
7.0%
-
Rank Within Category
39
4
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 5.5% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills10.4%
Indian Railway Finance Corpn. Ltd.FinancialDebenture10.1%
National Bank For Agriculture & Rural DevelopmentFinancialCP9.4%
LIC Housing Finance Ltd.FinancialDebenture9.2%
Housing Development Finance Corpn. Ltd.FinancialDebenture8.5%
REC Ltd.FinancialBonds8.2%
Reserve Bank of IndiaFinancialT-Bills5.2%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD5.2%
National Thermal Power Corp. Ltd.EnergyBonds/NCD5.0%
Reserve Bank of IndiaFinancialT-Bills2.1%
See All

Fund Managers

Siddharth Chaudhary
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Rahul Baijal
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Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Dividend Details

Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Dividend 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹95 Cr and the Latest NAV as of 22 Jan 2021 is ₹12.65.

The Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Dividend 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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