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Sundaram Monthly Income Plan - Moderate Plan - Direct Plan (HD) SET SMS ALERT

11.226
0 (0.03%)
NAV as on Jul-25-2014

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 Jul-25-2014)

Period Returns (%) Rank #
1 mth 0.8 84
3 mth 2.8 95
6 mth 4.8 95
1 year 9.8 87
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 1.6 2.5 - - -
2013 - 0.3 0.8 2.3 3.6

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 0.8 2.8 4.8 9.8 -- -- --
Category avg 1.2 5.9 10.5 15.5 5.4 3.2 2.0
Difference of Fund returns and Category returns -0.4 -3.1 -5.7 -5.7 -- -- --
Best of category 4.1 15.4 25.1 33.6 20.2 12.1 11.5
Worst of category -2.0 1.9 3.9 5.8 6.4 5.7 4.9

Investment Info

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.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.01 (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 3
3,616.90 9.0 16.5 22.4 10.3 10.4
Reliance MIP (G) Rank 4
2,304.58 7.3 12.4 16.8 10.1 10.0
ICICI Prudential MIP 25 (G) Rank 2
635.21 7.7 12.6 18.7 10.5 9.3
DSP BlackRock MIP Fund (G) Rank 3
375.56 6.3 9.7 14.8 10.5 9.0
UTI MIS - Advantage Plan (G) Rank 1
449.01 7.3 13.2 19.4 10.0 9.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Debt Rating Value
(Rs cr)
Asset %
Tata Motors Ltd CARE AA+ 0.01 30.93
DEWAN HOUSING FINANCE CORP LTD. CARE AAA 0.00 15.81
8.12% Government Securities 10/12/2020 Sovereign 0.00 15.07
Power Grid Corporation Ltd CRISIL AAA 0.00 7.73
NABARD CRISIL AAA 0.00 4.65
06.35% Government Securities 02/01/2020 Sovereign 0.00 0.45

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 0.00
Others 0.00
Debt 74.64
Mutual Funds N.A
Money Market 17.00
Cash / Call 8.36

View All

Concentration

Holdings (%)
Top 5 74.19
Top 10 74.64
Sector (%)
Top 3 N.A.

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