Investment Returns (CAGR)
1 yr.
6.68%
3 yr.
12.04%
5 yr.
11.06%
Since Inception.
15.84%
Fund Size (Rs.)
NA
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Scheme Type
6
ISIN
XXF173K01551
Expense Ratio
2.06%
Minimum SIP (Rs.)
Launch Date
16 Dec 2010
Fund House
Sundaram Asset Management Company Limited
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes. The Scheme will decide on allocation of funds into equity assets based on equity market Price Earnings Ratio (PE Ratio) levels. When the markets become expensive in terms of ‘Price to Earnings’ Ratio; the Scheme will reduce its allocation to equitiesand move assets into cash future arbitrage/ equity derivatives, debt and/or money market instruments and vice versa.
Fund Size (Rs.)
NA
Benchmark Index
----
Scheme Type
6
ISIN
XXF173K01551
Expense Ratio
2.06%
Minimum SIP (Rs.)
Launch Date
16 Dec 2010
Fund House
Sundaram Asset Management Company Limited
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y
1 yr. 6.68%
3 yr. 12.04%
5 yr. 11.06%
Since Inception. 15.84%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes. The Scheme will decide on allocation of funds into equity assets based on equity market Price Earnings Ratio (PE Ratio) levels. When the markets become expensive in terms of ‘Price to Earnings’ Ratio; the Scheme will reduce its allocation to equitiesand move assets into cash future arbitrage/ equity derivatives, debt and/or money market instruments and vice versa.
