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SUSundaram MFIDCW

Sundaram Capital Protection Oriented Fund - 2 Years - Series 4 - Dividend

hybridCapital ProtectionBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 21 Nov 2013₹11.57+0.02%
AUM₹94 Crfrom this fund's primary plan
Expense Ratio2.10%
CAGR—
Exit Load—
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 fixed-income securities. The scheme may invest a part of the assets in equity to seek capital appreciation.

Fund Mandate

Equity & Equity related instrument0%–15%
Fixed income & MMI85%–100%
Asset Allocation
Domestic Equity9.4%
Debt86.1%
Cash & Equivalents4.5%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
2.10%
—
₹5,000
—
Nil
Inception21 Nov 2011
AMCSundaram MF
Top Holdings As of 31 Oct 2013 · disclosed on this fund's primary plan
191TB21112013 **G-Sec29.78%
2364TB15112013**G-Sec21.10%
3LIC HOUSING FINANCE **Finance17.26%
4EXIM BANK **Bank15.87%
5Cash & Other Net Current AssetsOthers2.84%
6182TB21112013**G-Sec2.11%
7CBLOOthers1.67%
8Reliance Industries Ltd.Crude Oil0.82%
9Maruti Suzuki India Ltd.Automobile & Ancillaries0.75%
10Infosys Ltd.IT0.67%
Sector Allocation
G-Sec53.0%
Finance17.7%
Bank17.4%
Others4.5%
IT1.8%
Crude Oil1.5%
Automobile & Ancillaries1.2%
Healthcare0.7%
FMCG0.6%
Infrastructure0.5%
Telecom0.4%
Power0.3%
Chemicals0.1%
Gas Transmission0.1%
Iron & Steel0.1%
Mining0.1%
Non - Ferrous Metals0.1%
Capital Goods0.0%
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 4 - Dividend.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.10%
—
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