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

PLAN: Direct OPTIONS: Bonus
17.553 0.01 (0.03%)

NAV as on 22 Nov, 2013

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 22 Nov, 2013)

Period Returns (%) Rank #
1 mth 0.1 66
3 mth 3.4 60
6 mth 5.3 85
1 year 10.0 91
2 year 8.3 66
3 year - -
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 0.2 1.8 0.8 1.2 4.6

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 0.1 3.4 5.3 10.0 8.3 -- --
Category avg 0.3 4.0 7.7 18.1 8.8 4.7 2.2
Difference of Fund returns and Category returns -0.2 -0.6 -2.4 -8.1 -0.5 -- --
Best of category 1.8 8.4 13.8 28.6 17.5 16.1 11.0
Worst of category -3.6 1.9 3.5 8.0 5.9 7.5 5.4

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 Bonus
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.01 (Dec-31-2013)
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

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 5.8 7.6 24.8 -- --
HDFC MIP - LTP (G) Rank 2
3,488.32 5.7 7.4 24.3 13.9 10.3
Reliance MIP (G) Rank 3
2,212.71 6.1 10.3 23.0 13.8 10.0
Reliance MIP - Direct (G) Not Ranked
31.59 6.4 10.8 24.1 -- --
ICICI Pru MIP 25 - Direct (G) Not Ranked
3.63 6.2 10.1 22.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Debt Rating Value
(Rs cr)
Asset %
National Housing Bank CRISIL AAA - 16.76
Shriram Transport Finance Company - 15.57
Kotak Mahindra Investments CRISIL AA - 13.98
Tata Motors CARE AA - 10.99
Allahabad Bank CRISIL A1+ - 10.61
Vijaya Bank CRISIL A1+ - 8.34
Allahabad Bank [ICRA]A1+ - 5.57
Power Grid Corporation CRISIL AAA - 1.37
NABARD CRISIL AAA - 0.83
ING Vyasya Bank IND AA- - 0.82

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Feb 28, 14)

Equity 0.00
Others 0.00
Debt 85.72
Mutual Funds N.A
Money Market 0.00
Cash / Call 14.27

View All

Concentration

Holdings (%)
Top 5 67.91
Top 10 84.84
Sector (%)
Top 3 N.A.

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