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SUSundaram MFGrowth

Sundaram Capital Protection Oriented Fund - 2 Years - Series 2 - Growth

hybridCapital ProtectionBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 22 Jul 2013₹11.37+0.04%
AUM₹66 Cr
Expense Ratio2.04%
CAGR—
Exit LoadNil
Min SIP—
Launched2011

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.

Fund Mandate

Equity 0%–10%
MMI90%–100%
Asset Allocation
Domestic Equity1.4%
Debt70.3%
Cash & Equivalents28.3%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
2.04%
—
₹5,000
Nil
Nil
Inception21 Jul 2011
AMCSundaram MF
Top Holdings
1REVERSE REPO/CBLO22.77%
2ICICI SECURITIES PRIMARY DEALER SHI **15.24%
3POWER FINANCE CORPORATION **15.24%
4LIC HOUSING FINANCE **15.23%
5National Housing Bank **15.22%
6ICICI Bank **9.40%
7Net Current Assets5.52%
8Reliance Industries LtdPetrochemicals-Multi0.12%
9ITC LtdConsumer-Tobacco0.12%
10State Bank of India LtdFinance-Bank0.11%
Sector Allocation
Other98.6%
Finance-Bank0.4%
Oil & Gas-Production0.2%
Misc-IT0.2%
Petrochemicals-Multi0.1%
Consumer-Tobacco0.1%
Healthcare-Bulk Drugs0.1%
Capital-Power eqpt0.1%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Capital Protection Oriented Fund - 2 Years - Series 2 - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.04%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.04%
Nil
Nil
—
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme