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Sundaram Monthly Income Plan - Moderate Plan - Direct Plan (HD)

PLAN: Direct OPTIONS: Half Yearly Dividend
10.656 0.01 (0.09%)

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 0.3 61
3 mth 2.7 67
6 mth 5.4 87
1 year 10.1 90
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 1.6 2.5 -7.4 - -
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 0.3 2.7 5.4 10.1 -- -- --
Category avg 0.4 3.2 8.1 18.2 8.4 4.7 2.2
Difference of Fund returns and Category returns -0.1 -0.5 -2.7 -8.1 -- -- --
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

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 (Sep-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 - 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 5.20 18.87
Bajaj Finance Ltd CRISIL AA+ 4.06 14.74
Dewan Housing Finance Corp Ltd CARE AAA 3.45 12.51
Power Grid Corporation of India Ltd CRISIL AAA 2.53 9.17
8.60 % Government Securities 02/06/2028 0.85 3.08
Kotak Mahindra Bank Ltd 0.66 2.40
Hindustan UniLever Ltd 0.63 2.28
ICICI Bank Ltd 0.61 2.23
Mahindra & Mahindra Ltd 0.60 2.16
Wipro Ltd 0.59 2.13

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 20.94
Others 0.00
Debt 58.91
Mutual Funds N.A
Money Market 18.82
Cash / Call 1.31

View All

Concentration

Holdings (%)
Top 5 58.37
Top 10 69.57
Sector (%)
Top 3 N.A.

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