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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class MIP Aggressive
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.6 | 38 |
| 3 mth | 2.3 | 31 |
| 6 mth | 4.7 | 30 |
| 1 year | 10.7 | 33 |
| 2 year | 5.8 | 35 |
| 3 year | 4.4 | 31 |
| 5 year | 4.9 | 23 |
# Moneycontrol Rank within 49 MIP Aggressive Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 1.5 | - | - | - | - |
| 2012 | 4.8 | 0.7 | 2.6 | 1.9 | 11.1 |
| 2011 | -1.3 | 0.7 | -1.9 | -1.7 | -4.4 |
| 2010 | 1.5 | 0.8 | 2.6 | -0.4 | 5.2 |
| 2009 | -2.9 | 7.2 | 1.8 | -0.2 | 9.5 |
| 2008 | -4.1 | -3.3 | 1.2 | 1.1 | -4.9 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (MIP Aggressive)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.6 | 2.3 | 4.7 | 10.7 | 5.8 | 4.4 | 4.9 |
| Category avg | 1.4 | 2.5 | 4.7 | 12.0 | 6.5 | 4.6 | 4.0 |
| Difference of Fund returns and Category returns | -0.8 | -0.2 | 0.0 | -1.3 | -0.7 | -0.2 | 0.9 |
| Best of category | 5.1 | 6.1 | 9.7 | 17.3 | 11.2 | 9.0 | 12.8 |
| Worst of category | 0.1 | -1.4 | 0.4 | 6.6 | 5.3 | 4.4 | 4.4 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Dec 30, 2003 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 456.00 (Mar-30-2013) |
| 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 | Note- Earlier called Sundaram Monthly Income Plan, name change w.e.f. 25-01-2010 |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| MIP Aggressive | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MIP - LTP (G) | Rank 2 |
5,133.91 | 3.0 | 6.1 | 13.0 | 8.3 | 10.7 |
| Reliance MIP (G) | Rank 2 |
3,386.21 | 4.2 | 6.4 | 13.4 | 9.0 | 12.8 |
| UTI MIS - Advantage Plan (G) | Rank 3 |
554.69 | 3.5 | 5.2 | 13.3 | 7.8 | 8.7 |
| ICICI Prudential MIP 25 (G) | Rank 3 |
526.59 | 3.6 | 6.0 | 13.6 | 8.8 | 8.7 |
| DSP BlackRock MIP Fund (G) | Rank 3 |
520.73 | 3.4 | 5.5 | 11.6 | 8.5 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| National Housing Bank | CRISIL AAA | 30.14 | 16.57 |
| JM Financial Products Ltd | CRISIL A1+ | 28.23 | 15.52 |
| Shriram Transport Finance Company | CRISIL AA | 25.98 | 14.28 |
| Kotak Mahindra Investments Ltd | CRISIL AA | 25.19 | 13.85 |
| ICICI Bank | [ICRA]A1+ | 23.28 | 12.80 |
| Vijaya Bank | CARE A1+ | 23.28 | 12.80 |
| Allahabad Bank | [ICRA]A1+ | 13.97 | 7.68 |
| NABARD | CRISIL AAA | 6.08 | 3.34 |
| LIC HOUSING FINANCE | CRISIL AAA | 1.09 | 0.60 |
| SUNDARAM BNP HOME FINANCE LTD. | CRISIL AA | 0.82 | 0.45 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 98.64 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.35 |
| Holdings | (%) |
|---|---|
| Top 5 | 73.02 |
| Top 10 | 97.89 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
NAVs end with positive returns
Equity diversified NAVs ended positive with advance:decline ratio of 168:69 as the Markets ended fla ...
Oct 12, 2011 at 12:19 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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