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Sundaram Monthly Income Plan - Aggressive Plan (HD) SET SMS ALERT

11.474
0.02 (0.14%)
NAV as on Oct-17-2014
NAV as on Oct-17-2014

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 Oct-17-2014)

Period Returns (%) Rank #
1 mth 0.1 27
3 mth 3.4 31
6 mth 11.6 16
1 year 18.7 33
2 year 8.2 33
3 year 9.4 22
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.8 7.9 0.3 - -
2013 -2.8 -11.8 -5.4 5.3 -13.5
2012 6.1 - 5.8 2.3 17.0
2011 -2.2 1.3 -1.6 -2.3 -3.7
2010 0.3 1.2 3.6 -0.3 5.2

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 0.1 3.4 11.6 18.7 8.2 9.4 --
Category avg -0.4 2.8 9.0 15.4 4.7 3.7 2.1
Difference of Fund returns and Category returns 0.5 0.6 2.6 3.3 3.5 5.7 --
Best of category 1.4 4.8 14.8 30.0 15.8 14.6 10.6
Worst of category -4.3 0.9 3.4 6.4 5.0 6.7 5.0

Investment Info

Investment Objective

To generate regular income through investments in fixed income securities. The secondary objective is to generate long-term capital appreciation by investing a portion of the scheme's assets in equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 23, 2010
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 19.35 (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 2.2 11.5 22.7 11.8 9.7
Reliance MIP (G) Rank 3
2,304.58 3.7 11.4 18.9 11.9 9.6
ICICI Prudential MIP 25 (G) Rank 2
635.21 3.5 11.9 18.5 12.2 9.6
UTI MIS-Advantage Plan -Direct (G) Not Ranked
2.39 3.4 11.0 19.5 -- --
UTI MIS - Advantage Plan (G) Rank 1
449.01 3.3 10.8 18.9 11.8 9.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Debt Rating Value
(Rs cr)
Asset %
Shriram Transport Finance Company CARE AA+ 2.03 12.63
SUNDARAM BNP HOME FINANCE LTD. CARE AA 2.01 12.53
8.12% Government Securities 10/12/2020 Sovereign 1.94 12.12
Power Grid Corporation Ltd CRISIL AAA 1.24 7.71
Kotak Mahindra Prime Ltd CRISIL AAA 1.00 6.24
Wabco India Ltd 0.95 5.93
TATA COMMUNICATIONS LTD. 0.94 5.86
EXIM BANK CRISIL AAA 0.80 4.99
Tech Mahindra Ltd 0.76 4.72
ING Vysya Bank 0.63 3.91

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 9.81 8.71 2.63
Automotive 5.93 6.47 4.30
Telecom 5.86 5.19 3.27
Technology 4.72 3.85 2.25
Oil & Gas 2.83 2.50 1.52
Pharmaceuticals 2.79 2.64 1.59

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 35.32
Others 0.00
Debt 59.31
Mutual Funds N.A
Money Market 1.93
Cash / Call 3.44

View All

Concentration

Holdings (%)
Top 5 51.23
Top 10 76.64
Sector (%)
Top 3 21.60

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