Sundaram Capital Protection Oriented Funds

Sundaram Capital Protection Oriented Fund is based on the same principle. By investing substantially in 'AAA' rated 'high safety' interest bearing bonds and a small portion in equities and related instruments, it seeks to maximise returns without losing sight of capital protection orientation.

Capital Protection Orientation: Endeavors to preserve capital by investing sufficient funds (over 80%) in fixed-income securities so that, with the interest, it grows back to your initial capital value over a 3-year period. These investments will be made only in the highest rated (AAA) papers and in Government securities. They will be held until their date of maturity so that even if interest rate drops in the next three years it won't affect the scheme's objectives.

Scheme Name
Maturity Date
Scheme Information Document Portfolio
Sundaram Capital Protection Oriented Scheme - 5 yrs (Series 7) 08-Mar-2021
Sundaram Capital Protection Oriented Scheme - 5 yrs (Series 8) 06-Apr-2021

Product Labeling

Moderately Risk

This product is suitable for investors who are seeking*

  • Income and capital appreciation over medium to long term..
  • To minimize the risk of capital loss by investing in a portfolio of fixed-income securities and capital appreciation by investing a part of the assets in equity..

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.