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SUSundaram MFGrowth

Sundaram Capital Protection Oriented Fund - 5 Years - Series 2 - Growth

hybridCapital ProtectionBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 08 Mar 2016₹13.45+0.05%
AUM₹87 Cr
Expense Ratio2.10%
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 & equity related instruments0%–30%
Fixed-income securities including MMI, if any70%–100%
Asset Allocation
Domestic Equity0.8%
Debt33.8%
Cash & Equivalents65.3%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
2.10%
—
₹5,000
Nil
Nil
Inception08 Mar 2011
AMCSundaram MF
Top Holdings
1CBLOOthers42.58%
2Cash & Other Net Current AssetsOthers22.76%
3Canara Bank - 01/03/2016**Bank15.89%
4Export Import Bank of India - 9.20 - 06/03/2016**Bank13.72%
5Housing Development Finance Corporation Ltd - 9.35 - 04/03/2016**Finance4.23%
6Reliance Industries Ltd.Crude Oil0.75%
7Siemens Ltd.Capital Goods0.06%
Sector Allocation
Others65.3%
Bank29.6%
Finance4.2%
Crude Oil0.7%
Capital Goods0.1%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Capital Protection Oriented Fund - 5 Years - Series 2 - Growth.

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Trailing Returns
PeriodReturns
1 Day+0.05%
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