SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > MIP Aggressive > Sundaram Mutual Fund > Sundaram Monthly Income Plan - Aggressive Plan - Direct Plan (HD)

Sundaram Monthly Income Plan - Aggressive Plan - Direct Plan (HD)

PLAN: Direct OPTIONS: Half Yearly Dividend
10.994 0.01 (0.11%)

NAV as on 31 Oct, 2013

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 : MIP Aggressive
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
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

No Data to display

View Historic Graph From     To     

Returns (NAV as on 31 Oct, 2013)

Period Returns (%) Rank #
1 mth 3.2 17
3 mth 6.6 18
6 mth 12.2 17
1 year 24.4 17
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 -3.5 -4.0 -5.2 2.4 -8.9

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.2 6.6 12.2 24.4 -- -- --
Category avg 2.6 5.3 9.4 19.5 5.5 4.5 2.2
Difference of Fund returns and Category returns 0.6 1.3 2.8 4.9 -- -- --
Best of category 6.8 10.3 16.9 39.2 22.4 15.4 10.9
Worst of category 0.5 1.9 3.8 7.9 5.8 7.4 5.4

Investment Info

Investment Objective

The primary objective of the scheme is to generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.06 (Sep-30-2013)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Dwijendra Srivatsava/Siddharth Chaudhary/Sandeep Agarwal/Srividhya Rajesh/Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

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 Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MIP - LTP - Direct (G) Not Ranked
92.68 6.0 10.0 27.3 -- --
HDFC MIP - LTP (G) Rank 2
3,488.32 5.9 9.7 26.7 14.0 10.3
Reliance MIP - Direct (G) Not Ranked
31.59 7.6 12.3 24.8 -- --
Reliance MIP (G) Rank 3
2,212.71 7.4 11.8 23.7 14.0 10.0
ICICI Prudential MIP 25 (G) Rank 2
641.93 6.5 11.2 22.1 13.9 10.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 13)

Debt Rating Value
(Rs cr)
Asset %
8.33 CGL 2026 GSEC 4.69 21.33
8.68 Bihar SDL 2023 GSEC 1.92 8.72
8.20 CGL 2025 GSEC 1.86 8.47
7.16 CGL 2023 GSEC 1.32 6.02
Power Grid Corp CRISIL AAA 1.23 5.57
Sundaram BNP Home Finance [ICRA]AA 0.99 4.50
TATA COMMUNICATIONS LTD. 0.72 3.27
Fag Bearings India Ltd 0.60 2.72
ING Vysya Bank 0.57 2.59
Jyothy Laboratories Ltd 0.55 2.49

Full Portfolio

Sector Allocation (Nov 30, 13)

Sector %

1-Year

HighLow

Automotive 6.47 6.47 6.47
Banking/Finance 5.26 5.26 5.26
Telecom 3.27 3.27 3.27
Engineering 2.72 2.72 2.72
Cons NonDurable 2.49 2.49 2.49
Technology 2.47 2.47 2.47

View All Sectors

Asset Allocation (%)(Nov 30, 13)

Equity 28.35
Others 0.00
Debt 57.28
Mutual Funds N.A
Money Market 0.00
Cash / Call 14.37

View All

Concentration

Holdings (%)
Top 5 50.11
Top 10 65.68
Sector (%)
Top 3 15.00

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.