SUSundaram MFGrowth

Sundaram Capital Protection Oriented Fund -3 Years- Growth

hybridCapital ProtectionBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 23 Aug 2010₹12.91+0.03%
AUM₹21 Cr
Expense Ratio0.91%
CAGR
Exit LoadNil
Min SIP
Launched2007

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. There can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns. There is no guarantee of capital or return for this Scheme from the mutual fund or the sponsors. At maturity, the Scheme would be redeemed at the NAV-based prices

Fund Mandate

Debt78%–100%
Equity0%–22%
MMI78%–100%
Others78%–100%
Asset Allocation
Debt99.2%
Cash & Equivalents0.8%
Fund Managers
RK
Ram Kumar
Fund Manager
Key Information
0.91%
₹5,000
Nil
Nil
Inception24 Aug 2007
AMCSundaram MF
Top Holdings
1ALLAHABAD BANK21/08/1901 08:26:2629.05%
2CENTRAL BANK OF INDIA21/08/1901 07:30:5129.05%
3STATE BANK OF TRAVANCORE20/08/1901 22:33:1329.03%
4RELIANCE INDUSTRIES LIMITED12.11%
5CBLO / Repo0.48%
6Cash and Net Current Assets 0.27%
Sector Allocation
21/08/1901 08:26:2629.1%
21/08/1901 07:30:5129.1%
20/08/1901 22:33:1329.0%
Other12.9%
Latest News

No recent news found for Sundaram Capital Protection Oriented Fund -3 Years- Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.03%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.91%
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