Scheme Name : Sundaram Capital Protection Oriented Fund 3 years Series 9
New Fund Offer Opens: November 16, 2012
New Fund Offer Closes: November 30, 2012
Scheme Type : A closed-end capital protection oriented scheme
Indicative Asset Allocation: Fixed-income securities including money market
instruments, if any: 80-100%; Equity and equity related instruments: 0 – 20%;
Entry Load : Nil
Exit Load : Not Applicable
Benchmark : CRISIL MIP Blended Index
Maturity : Three Years
Options : Growth and Dividend Payout
Minimum Investment: INR 5000
How Does A Capital Protection Oriented Fund Work?
- Equity investments have historically offered higher returns, but they can pose a greater risk to your capital
- Fixed deposits may offer principal protection, but returns are often so low they barely keep up with inflation
- Capital protection oriented funds are a mix of high-safety and high-risk portfolio and endeavours to offer capital protection orientation and capital appreciation through a mix of debt and equity in the portfolio
- If You invest your money in this fund
- The fund invests a majority portion in fixed-income instruments and holds it to maturity
- At maturity, that portion will grow to the initial capital value.
- The fund invests the balance portion in equity and related instruments
- On the maturity date you get back the capital along with the capital appreciation, if any from the equity component
