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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Capital Protection Funds
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 1.8 | 17 |
| 3 mth | 3.0 | 15 |
| 6 mth | 4.9 | 16 |
| 1 year | 10.0 | 19 |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 46 Capital Protection Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 0.5 | - | - | - | - |
| 2012 | 2.4 | 1.5 | 2.6 | 1.8 | 9.0 |
| 2011 | - | - | 0.1 | 0.5 | 0.5 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Capital Protection Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 1.8 | 3.0 | 4.9 | 10.0 | -- | -- | -- |
| Category avg | 2.0 | 2.6 | 4.7 | 9.6 | 2.1 | 0.1 | -- |
| Difference of Fund returns and Category returns | -0.2 | 0.4 | 0.2 | 0.4 | -- | -- | -- |
| Best of category | 6.1 | 6.1 | 10.4 | 18.6 | 9.4 | 5.7 | -- |
| Worst of category | 0.4 | 0.7 | 1.7 | 7.9 | 2.5 | 5.7 | 0.00 |
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.
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Aug 31, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 62.36 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Srividhya Rajesh / Dwijendra Srivastava View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Capital Protection Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Birla SL CPOF - Sr1 (27 Mths) | Not Ranked |
706.34 | 0.0 | 0.0 | -- | -- | -- |
| Birla SL CPOF - Sr-2 (36 Mths) | Not Ranked |
426.56 | 1.6 | 3.2 | 8.9 | -- | -- |
| Sundaram CPOF- Sr 2 -3 yrs (G) | Not Ranked |
339.11 | 2.5 | 4.1 | 9.8 | -- | -- |
| Birla SL CPOF - Sr3 (36 Mths) | Not Ranked |
267.65 | 4.4 | 7.9 | 15.1 | -- | -- |
| Axis CPOF - Sr5 (42 Months) (G) | Not Ranked |
273.78 | 6.1 | 10.4 | -- | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Fund - Series 5
Sundaram Mutual Fund has launched Sundaram Capital Protection Oriented Fund 3 Years (Series 5), a cl ...
Aug 18, 2011 at 15:36 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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