SUSundaram MFIDCW

Sundaram Capital Protection Oriented Fund - 3 Years - Series 9 - Dividend

hybridCapital ProtectionBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 07 Dec 2015₹12.39+0.04%
AUM₹92 Crfrom this fund's primary plan
Expense Ratio2.10%
CAGR
Exit LoadNil
Min SIP
Launched2012

Investment Objective

The scheme will invest primarily in a portfolio of moneymarket securities and fixed-income securities. The scheme may invest a part of the assets in equity to seek capital appreciation.

Fund Mandate

Equity and equity related instruments0%–20%
Fixed-income securities including MMI80%–100%
Fund Managers
SC
Siddharth Chaudhary
Fund Manager
Key Information
2.10%
₹5,000
Nil
Nil
Inception11 Dec 2012
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Sundaram Capital Protection Oriented Fund - 3 Years - Series 9 - Dividend.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.04%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.10%
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