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Sundaram Monthly Income Plan - Aggressive Plan (QD)

PLAN: Regular OPTIONS: Quarterly Dividend
12.346 0 (0.01%)

NAV as on 19 Dec, 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 : MIP Aggressive
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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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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.9 24
3 mth 4.2 21
6 mth 10.7 12
1 year 21.9 21
2 year 10.1 49
3 year 12.2 20
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 - - -
2013 -2.8 -8.6 -5.4 5.3 -10.4
2012 6.1 0.1 5.8 2.3 17.0
2011 -2.2 1.3 -1.6 -2.3 -3.6
2010 0.2 1.2 2.9 -0.4 4.4

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 0.9 4.2 10.7 21.9 10.1 12.2 --
Category avg 0.4 3.2 8.1 18.2 8.4 4.7 2.2
Difference of Fund returns and Category returns 0.5 1.0 2.6 3.7 1.7 7.5 --
Best of category 1.5 6.9 14.3 30.5 18.0 16.2 11.1
Worst of category -2.3 0.4 3.9 8.0 5.9 7.9 5.6

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) 17.11 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.06 (Jul-07-2010)
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 4.4 8.1 25.3 -- --
HDFC MIP - LTP (G) Rank 2
3,488.32 4.3 7.9 24.7 14.2 10.5
Reliance MIP (G) Rank 3
2,212.71 5.3 10.6 22.8 14.0 10.1
Reliance MIP - Direct (G) Not Ranked
31.59 5.5 11.1 23.9 -- --
ICICI Pru MIP 25 - Direct (G) Not Ranked
3.63 5.2 10.4 22.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Debt Rating Value
(Rs cr)
Asset %
8.83% Government Securities 25/11/2023 Sovereign 2.08 13.22
Shriram Transport Finance Company Ltd CARE AA+ 2.04 12.95
Sundaram BNP Paribas Home Finance Ltd CARE AA 2.03 12.89
Power Grid Corporation of India Ltd CRISIL AAA 2.01 12.80
Kotak Mahindra Prime Ltd CRISIL AAA 1.00 6.37
TATA COMMUNICATIONS LTD. TELECOM 0.92 5.82
Wabco India Ltd AUTOMOBILE 0.88 5.60
Bajaj Finance Ltd FINANCIAL SERVICES 0.77 4.91
8.60 % Government Securities 02/06/2028 0.65 4.13
Export Import Bank of India CRISIL AAA 0.62 3.92

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 28.26
Others 0.00
Debt 69.49
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.27

View All

Concentration

Holdings (%)
Top 5 58.23
Top 10 82.61
Sector (%)
Top 3 N.A.

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