Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹96 Cr
Lock In Period
N/A
Expense Ratio
1.14
Benchmark
Crisil MIP Blended Index
Exit Load
Nil
Summary
Latest details for Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 Growth include a ₹14.1022 NAV as of Apr 06,2021 and returns since inception of 21.06%. Minimum investments start at SIP ₹0. The Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 Growth AUM is ₹96 Cr, with a lock-in of N/A years, expense ratio of 1.14%, and benchmark Crisil MIP Blended Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.19% returns, against a category average of -1.58% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.19 | -1.58 | 297.26 |
| 6M | 3.46 | 1.32 | 315.31 |
| 1Y | 13.05 | 5.52 | 339.02 |
| 3Y | 6.58 | 13.92 | 55.84 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2021-03-31
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About Fund
Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 Growth managed by Sundaram Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹96 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 1.14. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Capital Protection Oriented Fund - Series A (Plan 8) Growth | 0 | 29.47 CR | 1.06 |
| This FundSundaram Capital Protection Oriented Fund - 5 Years - Series 8 Growth | 0 | 96.13 CR | 1.14 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Capital Protection Oriented Fund - Series A (Plan 8) Growth | 5.9596 | 20.828 |
| This FundSundaram Capital Protection Oriented Fund - 5 Years - Series 8 Growth | 13.0518 | 21.0583 |
FAQs
Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 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 8 Growth is 1.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 Growth’s fund performance is as follows:
- 1 Month : 0.19%
- 6 Months : 3.46%
- 1 Year : 13.05%
- 3 Years : 6.58%
You can invest in Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 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 8 Growth is ₹96 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500