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Sundaram Monthly Income Plan - Moderate Plan (MD)

PLAN: Regular OPTIONS: Monthly Dividend
11.373 0.01 (0.12%)

NAV as on 27 Nov, 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

View Top ranked funds in other categories

Close Note- Earlier called Sundaram Monthly Income Plan, name change w.e.f. 25-01-2010
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Returns (NAV as on 27 Nov, 2014)

Period Returns (%) Rank #
1 mth 2.0 61
3 mth 3.3 86
6 mth 5.4 93
1 year 9.4 93
2 year 8.1 41
3 year 8.5 37
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 1.6 - -
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 2.0 3.3 5.4 9.4 8.1 8.5 5.4
Category avg 2.3 4.9 9.3 19.1 5.4 4.4 2.2
Difference of Fund returns and Category returns -0.3 -1.6 -3.9 -9.7 2.7 4.1 3.2
Best of category 5.7 9.1 16.0 36.7 22.1 15.2 10.8
Worst of category 0.5 1.9 3.9 7.9 5.7 7.3 5.4

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) 28.55 (Sep-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 - Direct (G) Not Ranked
92.68 5.7 9.8 26.5 -- --
HDFC MIP - LTP (G) Rank 2
3,488.32 5.6 9.6 25.9 13.6 10.4
Reliance MIP - Direct (G) Not Ranked
31.59 7.4 12.1 24.3 -- --
Reliance MIP (G) Rank 3
2,212.71 7.2 11.6 23.2 13.8 10.0
ICICI Prudential MIP 25 (G) Rank 2
641.93 6.2 11.1 21.8 13.7 10.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Debt Rating Value
(Rs cr)
Asset %
DEWAN HOUSING FINANCE CORP LTD. CARE AAA 5.18 18.29
8.12% Government Securities 10/12/2020 Sovereign 4.86 17.14
BAJAJ FINANCE LIMITED CRISIL AA+ 4.02 14.18
Power Grid Corporation Ltd CRISIL AAA 2.49 8.80
Mahindra & Mahindra Ltd 0.63 2.24
Cadila Healthcare Ltd 0.60 2.12
Hindustan UniLever Ltd 0.59 2.10
Kotak Mahindra Bank Ltd 0.57 2.01
Wipro Ltd 0.57 2.00
Reliance Industries Ltd 0.55 1.94

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 5.71 0.00 0.00
Automotive 2.24 0.00 0.00
Pharmaceuticals 2.12 0.00 0.00
Cons NonDurable 2.10 0.00 0.00
Technology 2.00 0.00 0.00
Oil & Gas 1.94 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 19.95
Others 0.00
Debt 58.92
Mutual Funds N.A
Money Market 20.14
Cash / Call 1.00

View All

Concentration

Holdings (%)
Top 5 60.65
Top 10 70.82
Sector (%)
Top 3 10.07

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