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Sundaram BNP Paribas Capital Protection Oriented Fund

Sundaram BNP Paribas Mutual Fund has come out with a capital-protection fund with a slight difference, that it will offer only the growth option

Sundaram BNP Paribas Mutual Fund has come out with a capital-protection fund with a slight difference, that it will offer only the growth option.
Name of Fund: Sundaram BNP Paribas Capital Protection Oriented Fund

Scheme: Closed-end, Hybrid Debt Oriented Scheme with capital protection feature

Plans: 3 Year and 5 Year
Objective: The scheme would endeavor to protect the capital by investing in high quality fixed income securities and generate capital appreciation by investing a part of the assets in equity and equity related instruments.
Asset Allocation
3 Year: The fund would invest 78 to 100% in fixed income securities including money market instruments and 0 to 22 % in equity and equity related instruments.

5 Year: The fund would invest 68 to 100% in fixed - income securities including money market instruments and 0 to 32 % in equity and equity related instruments.
Fund Opens: July 9, 2007

Fund Closes: August 7, 2007

Maturity Date
3 Year: 7th August, 2010
5 Year: 6th August, 2012

Face Value: Rs. 10

Investment Options: Growth

Minimum Investment Amount: Rs 5, 000

Benchmark Index: Crisil MIP Blended Index

Fund Manager: Rahul Pal and S. Krishna Kumar

Performance delivered by funds of same peer group:



Fund  Launch Date  1 Month
Birla Sun Life Capital Protection Oriented 3 Yrs Jul-07 -
Birla Sun Life Capital Protection Oriented 5 Yrs Jul-07 -
DWS Capital Protection Oriented May-07 2.33
Franklin Templeton Capital Protection 3 Yr May-07 -
Franklin Templeton Capital Protection 5 Yr May-07 -
Franklin Templeton Capital Safety 3 Yr Nov-06 3.38
Franklin Templeton Capital Safety 5 Yr Nov-06 4.24
UTI Capital Protection Oriented 3Y Retail Jan-07 3.7
UTI Capital Protection Oriented 5Y Retail Jan-07 4.35

Returns as on 17/07/2007



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