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Sundaram Cap Protection 5 Years Series 7 fund (Dividend Payout - Annually)

Returns (1yr)
3.95 %
Latest NAV
12.07

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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 15th of July, 03:50 AM

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. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved

Fund Managers

  • profile-pic
    Rahul Baijal
    profile-pic
    Siddharth Chaudhary
  • expense-ratio
    Expense Ratio
    1.15
    benchmark
    Benchmark
    CRISIL Hybrid 85+15 - ConservativeTR INR
  • Aum image
    AUM
    ₹ 100.5 Crores
    ISIN
    ISIN
    INF903JA1039
  • Category Risk:

    Moderate Risk

Holding Information

as on 15th of July, 03:50 AM

Top Holding

Small Industries Development Bank Of India
10%
Housing Development Finance Corporation Limited
9%
Lic Housing Finance Limited
9%
Power Grid Corporation Of India Limited
9%
Power Finance Corporation Ltd.
8%

Top Sectors

Financial Services
8%
Technology
3%
Consumer Cyclical
2%
Basic Materials
2%
Energy
1%

Allocation

Debt
52%
Others
29%
Equity
19%

Investment Return Calculator

as on 15th of July, 03:50 AM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 15th of July, 03:50 AM
Minimum SIP Amount
0
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Cap Protection 5 Years Series 7 Regular Dividend is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Rahul Baijal, Siddharth Chaudhary. 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. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved The fund charges 1.15000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.