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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 | -0.3 | 5 |
| 3 mth | 3.5 | 9 |
| 6 mth | 4.7 | 8 |
| 1 year | 10.0 | 12 |
| 2 year | 8.0 | 12 |
| 3 year | 6.4 | 11 |
| 5 year | - | - |
# Moneycontrol Rank within 21 MIP Conservative Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -0.4 | - | - | - | - |
| 2012 | 2.4 | 0.4 | 2.4 | 1.0 | 7.2 |
| 2011 | -0.3 | 0.8 | -0.7 | 0.6 | 0.8 |
| 2010 | 0.2 | 0.9 | 0.6 | -0.6 | 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 | -0.3 | 3.5 | 4.7 | 10.0 | 8.0 | 6.4 | -- |
| Category avg | -0.5 | 2.9 | 3.7 | 9.3 | 6.4 | 4.6 | 4.6 |
| Difference of Fund returns and Category returns | 0.2 | 0.6 | 1.0 | 0.7 | 1.6 | 1.8 | -- |
| Best of category | 0.6 | 4.5 | 5.7 | 14.1 | 10.6 | 9.1 | 10.7 |
| Worst of category | -1.2 | 1.7 | 1.2 | 6.3 | 7.3 | 5.7 | 4.6 |
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) | 339.11 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.0.04 (Dec-01-2010) |
| 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 Conservative | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Birla SL Monthly Income (G) | Rank 5 |
381.46 | 3.7 | 3.9 | 10.4 | 7.6 | 9.5 |
| SBI Magnum MIP (G) | Rank 1 |
241.29 | 3.9 | 5.1 | 14.1 | 8.3 | 6.7 |
| UTI Monthly Income Scheme (G) | Rank 3 |
309.47 | 3.3 | 4.5 | 11.2 | 7.3 | 9.1 |
| Birla SL MIP II-Savings 5 (G) | Rank 2 |
289.92 | 4.3 | 5.7 | 11.9 | 9.1 | 10.7 |
| HSBC MIP - Regular Plan (G) | Rank 4 |
190.76 | 3.5 | 4.8 | 12.1 | 7.3 | 8.3 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| 8.20% CGL 24/09/2025 | GSEC | 2.38 | 30.96 |
| 8.89% BIHAR SDL 07/11/2022 | GSEC | 2.15 | 27.86 |
| LIC HOUSING FINANCE | CRISIL AAA | 1.01 | 13.15 |
| NABARD | CRISIL AAA | 1.00 | 13.02 |
| 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 | 90.23 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 9.78 |
| Holdings | (%) |
|---|---|
| Top 5 | 88.93 |
| Top 10 | 90.23 |
| 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
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