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SUSundaram MFGrowth

Sundaram Capital Protection Oriented Fund Series 2 - 3 Years - Growth

hybridCapital ProtectionBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 16 Dec 2013₹11.89+0.05%
AUM₹355 Cr
Expense Ratio2.10%
CAGR—
Exit LoadNil
Min SIP—
Launched2010

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

Equity0%–20%
Fixed income securities including MMI80%–100%
Asset Allocation
Debt49.2%
Cash & Equivalents50.8%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
2.10%
—
₹5,000
Nil
Yes
Inception22 Dec 2010
AMCSundaram MF
Top Holdings As of 30 Nov 2013
1REVERSE REPOOthers48.24%
2Housing Development Fin Corp Ltd **Finance15.51%
3GE CAPITAL SERVICES INDIA **Finance14.10%
4364TB121213**G-Sec11.25%
5State Bank of Patiala **Bank7.03%
6Cash & Other Net Current AssetsOthers2.61%
791TB12122013**G-Sec1.27%
Sector Allocation
Others50.8%
Finance29.6%
G-Sec12.5%
Bank7.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Capital Protection Oriented Fund Series 2 - 3 Years - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.05%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.10%
Nil
Yes
—
₹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