朕天下娛樂城
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Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
+6.77%
3Y annualised
+0.01% 1D
NAV: 06 Apr '21
?14.26
Min. for SIP
Not Supported
Fund size (AUM)
?96.13 Cr
Expense ratio
0.99%
Rating
--
Holdings (6)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 10.41% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 9.92% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.34% |
| Reserve Bank of India | Financial | T-Bills | 5.21% |
| Reserve Bank of India | Financial | T-Bills | 2.08% |
| Power Finance Corpn. Ltd. | Financial | NCD | 0.83% |
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +3.5% | +13.1% | +6.8% | +7.4% |
| Category average (Dynamic/Asset Allocation Dynamic/Asset Allocation) | +6.8% | +8.8% | +15.1% | -- |
| Rank (Dynamic/Asset Allocation Dynamic/Asset Allocation) | -- | 30 | 14 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
About Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ?77,804 Cr and the Latest NAV as of 06 Apr 2021 is ?14.26.
The Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth is rated Low to Moderate risk.
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Investment Objective
The scheme seeks to minimise risk of capital loss by investing in a portfolio of fixed-income securities. It may invest a part of the assets in equity to seek capital appreciation.
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Fund house
Rank (total assets)#17 in India
Total AUM?77,803.54 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,