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Sundaram Income Plus (D)

PLAN: Regular OPTIONS: Dividend
10.781 0 (0.02%)

NAV as on 27 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Debt Long Term
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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

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View Historic Graph From     To     

Returns (NAV as on 27 Nov, 2014)

Period Returns (%) Rank #
1 mth 1.9 62
3 mth 3.6 114
6 mth 5.3 119
1 year 10.2 106
2 year 9.6 14
3 year 9.1 42
5 year 6.5 52

# Moneycontrol Rank within 152 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.0 2.2 -10.0 - -
2013 1.6 -23.1 1.8 3.1 -17.7
2012 1.4 2.3 2.0 1.6 7.8
2011 1.4 1.3 0.4 1.3 4.4
2010 0.2 0.4 0.6 0.8 2.1
2009 0.3 - 0.1 -0.2 0.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.9 3.6 5.3 10.2 9.6 9.1 6.5
Category avg 1.6 4.3 6.1 10.1 4.1 3.9 2.8
Difference of Fund returns and Category returns 0.3 -0.7 -0.8 0.1 5.5 5.2 3.7
Best of category 2.3 6.1 9.2 17.6 13.3 12.2 9.8
Worst of category -0.1 1.9 3.1 5.9 5.5 7.3 3.0

Investment Info

Investment Objective

The fund seeks to obtain high current income. Capital appreciation would be a secondary objective, when consistent with primary objective.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jul 19, 2002
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 1.48 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.13 (Jul-20-2007)
Bonus N.A.
Fund Manager Dwijendra Srivatsava
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

Debt Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Dynamic Bond - Direct (G) Not Ranked
1,269.89 5.7 7.4 13.2 -- --
Reliance Dynamic Bond (G) Rank 1
2,891.16 5.5 7.1 12.5 10.7 8.7
Kotak Bond - Plan A - Direct (G) Not Ranked
172.37 5.7 7.8 13.4 -- --
Kotak Bond (Deposit) (G) Not Ranked
80.63 5.5 7.4 12.7 10.2 8.0
Kotak Bond - Plan A (G) Rank 3
2,867.56 5.5 7.4 12.7 10.2 8.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Debt Rating Value
(Rs cr)
Asset %
Power Grid Corporation Ltd CRISIL AAA 0.25 21.15
8.40% Government Securities 28/07/2024 Sovereign 0.20 17.09
HPCL MIttal Energy Ltd [ICRA]AA- 0.17 14.60
8.83% Government Securities 25/11/2023 Sovereign 0.15 13.05
YES BANK LIMITED [ICRA]AA+ 0.10 8.60
Tata Motors Finance Ltd CRISIL AA 0.10 8.56

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 0.00
Others 0.00
Debt 83.05
Mutual Funds N.A
Money Market 13.31
Cash / Call 3.63

View All

Concentration

Holdings (%)
Top 5 74.49
Top 10 83.05
Sector (%)
Top 3 N.A.

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