• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A)
Sundaram Mutual Fund

Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A)

HybridConservative Hybrid

12.82

NAV (Mar 08)

6.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.82

NAV (Mar 8)

Fund Returns

Last 1Y
6.9%
Last 3Y
6.2%
Last 5Y
6.7%
Last 10Y
NA
Since Inception
6.7%
6 Month CAGR
4.2%

Scheme Information

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

Expense Ratio
1.15
Launched (8y ago)
Mar 08, 2016
AUM in Crores
107.252
ISIN
INF903JA1039
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
4.4
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A)70%8,61,233 1,28,6216.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2021-03-08

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 32,429 cr

₹ 10,622 cr

₹ 8,729 cr

₹ 3,389 cr

₹ 3,090 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.3%

8.7%

22%

20.4%

19.9%

12.8%

18.1%

14.7%

10.9%

7.5%

Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) Review

Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.7% over a period of 8 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.

Nav of Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) as of 3/8/2021 is ₹12.82 with the total AUM as of 3/28/2024 is ₹107.252. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) was launched on Mar 08, 2016. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A)?

Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A)?

You can invest in Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A)?

The minimum sip amount for Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) good to invest in?

As per Scripbox experts, Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A)?

The expense ratio of the Sundaram Cap Protection 5 Years Series 7 fund (PIDCW-A) is 1.15% for regular plan.