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

Sundaram Monthly Income Plan - Aggressive Plan - Direct Plan (G) SET SMS ALERT

13.538
0.03 (0.19%)
NAV as on Sep-01-2014
NAV as on Sep-01-2014

Fund Family Sundaram Mutual Fund

Fund Class MIP Aggressive

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 Sep-01-2014)

Period Returns (%) Rank #
1 mth 2.5 16
3 mth 5.5 17
6 mth 14.5 17
1 year 20.4 46
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
2014 2.9 8.2 - - -
2013 -3.1 1.5 -5.3 5.2 -0.8

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 2.5 5.5 14.5 20.4 -- -- --
Category avg 1.7 4.1 11.4 17.8 5.2 3.4 2.1
Difference of Fund returns and Category returns 0.8 1.4 3.1 2.6 -- -- --
Best of category 4.9 9.5 27.8 34.3 21.9 14.4 11.4
Worst of category 0.2 1.6 4.0 8.4 6.0 6.5 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 Growth
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.06 (Jun-30-2014)
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 (G) Rank 1
3,616.90 3.7 17.4 27.6 11.4 10.5
HDFC MIP - LTP - Direct (G) Not Ranked
84.00 3.8 17.7 28.1 -- --
Reliance MIP (G) Rank 3
2,304.58 3.9 13.3 20.1 11.0 9.9
Reliance MIP - Direct (G) Not Ranked
28.09 4.2 13.8 21.1 -- --
ICICI Pru MIP 25 - Direct (G) Not Ranked
3.36 4.6 14.3 23.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Debt Rating Value
(Rs cr)
Asset %
Shriram Transport Finance Company CARE AA+ 2.03 11.34
SUNDARAM BNP HOME FINANCE LTD. CARE AA 2.01 11.25
8.12% Government Securities 10/12/2020 Sovereign 1.95 10.92
Oriental Bank of Commerce CRISIL A1+ 1.62 9.04
Power Grid Corporation Ltd CRISIL AAA 1.24 6.92
Kotak Mahindra Prime Ltd CRISIL AA+ 1.00 5.60
TATA COMMUNICATIONS LTD. 0.93 5.19
Wabco India Ltd 0.88 4.93
EXIM BANK CRISIL AAA 0.80 4.48
Tech Mahindra Ltd 0.69 3.85

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 8.37 8.71 2.13
Telecom 5.19 5.19 3.27
Automotive 4.93 6.47 4.30
Technology 3.85 3.85 1.79
Oil & Gas 2.50 2.50 1.36
Pharmaceuticals 2.37 2.64 1.54

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 29.88
Others 0.00
Debt 62.32
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.80

View All

Concentration

Holdings (%)
Top 5 49.47
Top 10 73.52
Sector (%)
Top 3 18.49

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.