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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class MIP Conservative
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | 20 |
| 3 mth | - | 20 |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 21 MIP Conservative Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 0.4 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (MIP Conservative)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -- | -- | -- | -- | -- | -- | -- |
| Category avg | 2.0 | 3.4 | 5.3 | 10.7 | 6.7 | 4.9 | 4.4 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 3.3 | 4.8 | 8.3 | 16.6 | 11.6 | 9.6 | 11.0 |
| Worst of category | 0.7 | 1.9 | 2.3 | 7.8 | 7.5 | 6.2 | 4.2 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Dec 14, 2012 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 0.05 (Mar-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 |
| 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 Conservative | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Magnum MIP (G) | Rank 1 |
241.29 | 4.7 | 8.3 | 16.6 | 9.0 | 6.4 |
| ICICI Pru MIP (G) | Rank 3 |
773.79 | 4.6 | 7.1 | 13.3 | 8.7 | 8.4 |
| Birla SL Monthly Income (G) | Rank 5 |
381.46 | 4.2 | 6.4 | 12.5 | 8.2 | 9.2 |
| UTI Monthly Income Scheme (G) | Rank 3 |
309.47 | 4.3 | 6.6 | 13.5 | 8.2 | 8.9 |
| Birla SL MIP II-Savings 5 (G) | Rank 2 |
289.92 | 4.8 | 7.6 | 13.7 | 9.6 | 11.0 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| 8.89 BIHAR SDL 07/11/2022 | GSEC | 2.09 | 27.01 |
| 8.15GSEC 11/06/2022 | GSEC | 1.03 | 13.30 |
| LIC HOUSING FINANCE | CRISIL AAA | 1.01 | 13.09 |
| NABARD | CRISIL AAA | 1.01 | 13.01 |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LTD | CRISIL AA+ | 1.00 | 12.98 |
| TATA SONS LIMITED | CRISIL AAA | 0.30 | 3.94 |
| Shriram Transport Finance Company | CRISIL AA | 0.10 | 1.30 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 84.63 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 15.36 |
| Holdings | (%) |
|---|---|
| Top 5 | 79.39 |
| Top 10 | 84.63 |
| 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
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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