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Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹107 Cr

Lock In Period

N/A

Expense Ratio

1.15

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.15-0.79297.26
6M4.181.11315.31
1Y6.873.43339.02
3Y6.868.4957.93

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2021-02-28
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About Fund Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth

Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth managed by Sundaram Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹107 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 1.15. Under the expert guidance of Rahul Baijal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rahul Baijal

Mr. Rahul Baijal holds B. E. Electronics & Communication, MBA. His past experience including assignments held during the past 10 years are Bharti-AXA Life Insurance Fund Manager/Vice-President Investments Jun 2012 - Jun 2016, TVF Capital (erstwhile Voyager Capital) Director/Portfolio Manager/Investment, Jun 2005 - Apr 2012.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India Dual Advantage Fixed Tenure Fund IX - Plan D Growth0167 CR0.9
Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth0107 CR1.15
Fund Name1Y3Y
This FundNippon India Dual Advantage Fixed Tenure Fund IX - Plan D Growth6.833121.8853
This FundSundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth6.870122.0199

Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth FAQs

Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth is 1.15. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth’s fund performance is as follows:
  • 1 Month : 0.15%
  • 6 Months : 4.18%
  • 1 Year : 6.87%
  • 3 Years : 6.86%
Returns of Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth are updated daily based on NAV of ₹ 14.2756 as on Mar 08,2021. Since inception, the return has been 22.02%.

You can invest in Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth is ₹107 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.