Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth-0.99%

3Groww
0.00%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
3.0star
6M
3Y
All

Fund Details

Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.14%
NAV12.47 (03 Apr 2020)
Fund Started06 Apr 2016
Fund Size90 Cr
00

Comparison

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Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Indian Railway Finance Corpn. Ltd.FinancialDebenture10.7%
LIC Housing Finance Ltd.FinancialDebenture9.8%
Housing Development Finance Corpn. Ltd.FinancialDebenture9.0%
REC Ltd.FinancialBonds8.1%
Power Finance Corpn. Ltd.FinancialBonds5.6%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD5.5%
National Thermal Power Corp. Ltd.EnergyBonds/NCD5.3%
Power Finance Corpn. Ltd.FinancialBonds/Deb4.1%
HDFC Bank Ltd.FinancialEquity4.0%
ICICI Bank Ltd.FinancialEquity3.3%
See All

Fund Managers

addSiddharth Chaudhary
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
Funds Managed
addRahul Baijal
Education
Mr. Baijal is B.E. Electronics & Communication and MBA.
Experience
Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
Funds Managed

Other Details

Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced 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 Growth.The fund currently has an Asset Under Management(AUM) of ₹90 Cr and the Latest NAV as of 03 Apr 2020 is ₹12.47.

The Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Nil.

Investment Objective

The objective of this Scheme would be to seek income and minimise risk of capital loss by investing in a portfolio of fixedincome securities. The scheme 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
Karvy
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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