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Sundaram Capital Protection Oriented Fund-Series 4 - 2 yrs (D) SET SMS ALERT

11.574
0 (0.02%)
NAV as on Nov-21-2013
NAV as on Nov-21-2013

Fund Family Sundaram Mutual Fund

Fund Class MIP Conservative

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

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Returns (NAV as on Nov-21-2013)

Period Returns (%) Rank #
1 mth - 29
3 mth - 11
6 mth - 7
1 year - 2
2 year - 13
3 year - -
5 year - -

# Moneycontrol Rank within 38 MIP Conservative Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 0.6 1.6 1.3 1.5 5.6
2012 1.5 2.0 2.9 1.7 8.7
2011 - - - 0.4 0.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (MIP Conservative)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg 0.8 2.1 7.2 12.9 4.2 3.7 2.5
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 2.2 4.8 11.5 19.9 12.6 11.8 9.6
Worst of category 0.1 0.6 4.1 7.4 3.4 5.3 5.8

Investment Info

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.

Scheme details

Fund Type Close-Ended
Investment Plan Dividend
Launch date Nov 14, 2011
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 52.25 (Dec-31-2013)
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

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

MIP Conservative Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru MIP (G) Not Ranked
357.24 3.2 11.2 19.1 11.2 8.7
ICICI Pru MIP - Direct (G) Not Ranked
2.69 3.9 11.4 20.1 -- --
UTI Monthly Income Scheme (G) Not Ranked
287.43 3.0 8.7 15.9 9.9 8.4
UTI Monthly Income Scheme-Direct(G) Not Ranked
4.84 3.1 8.9 16.5 -- --
Birla SL Monthly Income (G) Not Ranked
272.48 2.0 8.5 15.5 9.2 8.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings ()

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation ()

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)()

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.00

View All

Sector (%)
Top 3 N.A.

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