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Sundaram Income Plus (D) SET SMS ALERT

10.556
0 (0.04%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

Fund Family Sundaram Mutual Fund

Fund Class Debt Long Term

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

View Historic Graph From     To     

Returns (NAV as on Oct-22-2014)

Period Returns (%) Rank #
1 mth 0.9 131
3 mth 1.8 132
6 mth 4.3 133
1 year 9.3 69
2 year 8.6 16
3 year 8.5 45
5 year 6.0 55

# Moneycontrol Rank within 155 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 0.9 1.8 4.3 9.3 8.6 8.5 6.0
Category avg 1.3 2.4 5.6 8.2 3.7 3.7 2.8
Difference of Fund returns and Category returns -0.4 -0.6 -1.3 1.1 4.9 4.8 3.2
Best of category 1.9 3.4 8.6 15.4 12.1 11.5 9.7
Worst of category 0.5 1.5 2.1 5.0 5.0 7.4 3.1

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 (%)
IDFC SSIF-Investment Plan B (G) Not Ranked
10.84 0.0 0.0 -- -- --
Birla SL Income Plus -B RP (G) Rank 4
3,100.76 2.7 6.9 9.4 8.7 7.2
Reliance Dynamic Bond (G) Rank 1
2,891.16 2.6 6.2 9.7 10.0 8.2
Kotak Bond - Plan A (G) Rank 3
2,867.56 2.5 7.1 9.9 9.4 7.9
SBI Dynamic Bond Fund (G) Rank 4
2,605.87 1.9 4.9 7.0 8.7 8.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Debt Rating Value
(Rs cr)
Asset %
Power Grid Corporation of India Ltd CRISIL AAA 0.26 17.49
ING Vysya Bank Ltd CRISIL AA 0.21 13.98
HPCL Mittal Energy Ltd [ICRA]AA- 0.18 11.93
8.83% Government Securities 25/11/2023 Sovereign 0.16 10.60
Tata Motors Finance Ltd CRISIL AA 0.11 7.09
Yes Bank Ltd CARE AA 0.10 6.99
8.40% GOVERNMENT SECURITIES 28/07/2024 Sovereign 0.10 6.97

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 0.00
Others 0.00
Debt 75.04
Mutual Funds N.A
Money Market 6.75
Cash / Call 18.21

View All

Concentration

Holdings (%)
Top 5 61.08
Top 10 75.04
Sector (%)
Top 3 N.A.

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