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Sundaram Monthly Income Plan - Moderate Plan (MD) SET SMS ALERT

10.920
0 (0.01%)
NAV as on Jul-28-2014

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

Close Note- Earlier called Sundaram Monthly Income Plan, name change w.e.f. 25-01-2010
View Historic Graph From     To     

Returns (NAV as on Jul-28-2014)

Period Returns (%) Rank #
1 mth 0.7 53
3 mth 2.0 95
6 mth 3.8 99
1 year 8.5 93
2 year 8.0 39
3 year 5.8 35
5 year 5.4 25

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 1.5 1.9 - - -
2013 0.7 -7.0 0.7 2.2 -3.2
2012 4.5 -0.3 2.0 1.3 8.5
2011 -2.2 -0.7 -2.8 -3.2 -8.7
2010 0.6 -0.6 1.6 -1.2 0.2
2009 -2.9 7.2 1.8 -0.2 9.5

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 0.7 2.0 3.8 8.5 8.0 5.8 5.4
Category avg 0.6 5.9 10.5 15.2 5.1 3.0 2.0
Difference of Fund returns and Category returns 0.1 -3.9 -6.7 -6.7 2.9 2.8 3.4
Best of category 3.8 15.5 25.1 26.8 19.9 11.4 11.4
Worst of category -2.8 1.4 3.8 5.2 6.3 5.8 4.9

Investment Info

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.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Dec 30, 2003
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 40.25 (Jun-30-2014)
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 Note- Earlier called Sundaram Monthly Income Plan, name change w.e.f. 25-01-2010

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 1
3,616.90 8.9 16.3 22.3 10.3 10.3
Reliance MIP (G) Rank 3
2,304.58 7.1 12.5 16.8 10.1 9.9
ICICI Prudential MIP 25 (G) Rank 2
635.21 7.7 13.0 18.6 10.5 9.3
DSP BlackRock MIP Fund (G) Rank 4
375.56 6.3 9.5 14.8 10.5 8.8
UTI MIS - Advantage Plan (G) Rank 1
449.01 7.2 13.0 19.0 10.0 9.1
* 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

View All Sectors

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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