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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class MIP Aggressive
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -11.0 | 30 |
| 3 mth | -7.1 | 13 |
| 6 mth | -8.6 | 40 |
| 1 year | 1.0 | 20 |
| 2 year | 2.1 | 27 |
| 3 year | 2.0 | 27 |
| 5 year | - | - |
# Moneycontrol Rank within 49 MIP Aggressive Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -2.8 | - | - | - | - |
| 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 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (MIP Aggressive)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -11.0 | -7.1 | -8.6 | 1.0 | 2.1 | 2.0 | -- |
| Category avg | -0.8 | 2.5 | 2.8 | 10.7 | 6.5 | 4.3 | 4.1 |
| Difference of Fund returns and Category returns | -10.2 | -9.6 | -11.4 | -9.7 | -4.4 | -2.3 | -- |
| Best of category | 0.7 | 6.3 | 8.1 | 17.0 | 10.7 | 8.7 | 12.9 |
| Worst of category | -2.9 | 0.3 | 0.3 | 5.9 | 5.0 | 4.2 | 4.5 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Feb 23, 2010 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 9.00 (Mar-30-2013) |
| 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 |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| MIP Aggressive | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MIP - LTP (G) | Rank 2 |
5,133.91 | 2.9 | 3.1 | 11.3 | 7.7 | 11.0 |
| Reliance MIP (G) | Rank 2 |
3,386.21 | 3.9 | 4.2 | 12.2 | 8.2 | 12.9 |
| DSP BlackRock MIP Fund (G) | Rank 3 |
520.73 | 3.2 | 3.2 | 11.4 | 8.2 | 9.3 |
| UTI MIS - Advantage Plan (G) | Rank 3 |
554.69 | 2.9 | 3.4 | 11.8 | 7.1 | 9.0 |
| HSBC MIP - Savings Plan (G) | Rank 3 |
288.94 | 3.0 | 3.6 | 14.0 | 7.5 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| 8.20% CGL 24/09/2025 | GSEC | 2.52 | 26.37 |
| 8.89% BIHAR SDL 07/11/2022 | GSEC | 2.04 | 21.36 |
| LIC HOUSING FINANCE | CRISIL AAA | 1.23 | 12.89 |
| Housing Development Fin Corp Ltd | CRISIL AAA | 0.38 | 4.02 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 64.64 |
| Mutual Funds | 31.75 |
| Money Market | 0.00 |
| Cash / Call | 3.61 |
| Holdings | (%) |
|---|---|
| Top 5 | 64.64 |
| Top 10 | 64.64 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
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