Real-time Stock quotes, portfolio, LIVE TV and more.
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 | -0.4 | 19 |
| 3 mth | 2.3 | 5 |
| 6 mth | 3.0 | 10 |
| 1 year | 8.6 | 14 |
| 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 | 1.6 | 1.9 | 3.2 | 1.7 | 9.0 |
| 2011 | - | - | - | 1.5 | 1.5 |
* 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 | -0.4 | 2.3 | 3.0 | 8.6 | -- | -- | -- |
| Category avg | -1.0 | 1.6 | 1.7 | 7.2 | 2.3 | 0.1 | -- |
| Difference of Fund returns and Category returns | 0.6 | 0.7 | 1.3 | 1.4 | -- | -- | -- |
| Best of category | 0.6 | 2.7 | 3.9 | 13.9 | 8.7 | 4.6 | -- |
| Worst of category | -5.1 | 0.4 | -1.7 | 2.8 | 1.6 | 4.6 | 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 | Sep 30, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 55.44 (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 | 1.1 | 2.0 | 7.6 | 4.6 | -- |
| Sundaram CPOF- Sr 2 -3 yrs (G) | Not Ranked |
339.11 | 2.0 | 2.6 | 8.4 | -- | -- |
| Birla SL CPOF - Sr3 (36 Mths) | Not Ranked |
267.65 | 1.9 | -0.9 | 6.2 | -- | -- |
| Axis CPOF - Sr5 (42 Months) (G) | Not Ranked |
273.78 | 1.4 | 1.2 | -- | -- | -- |
| * 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 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
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
