NAV as on 05 Mar, 2015
CRISIL MF RANK
Scheme Risk Grade
|
|
Not Ranked
This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 1.4 | 5 |
| 3 mth | 2.8 | 18 |
| 6 mth | 5.4 | 26 |
| 1 year | 16.6 | 21 |
| 2 year | 11.5 | 19 |
| 3 year | 10.5 | 10 |
| 5 year | - | - |
# Moneycontrol Rank within 37 MIP Conservative Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2014 | 2.8 | 5.1 | 2.5 | 2.5 | - |
| 2013 | -0.1 | 1.8 | -0.7 | 3.7 | 5.5 |
| 2012 | 1.3 | 2.0 | 3.8 | 1.8 | 9.5 |
| 2011 | - | - | - | 0.1 | 0.1 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (MIP Conservative)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 1.4 | 2.8 | 5.4 | 16.6 | 11.5 | 10.5 | -- |
| Category avg | 0.9 | 2.6 | 6.4 | 15.0 | 9.7 | 8.4 | 5.1 |
| Difference of Fund returns and Category returns | 0.5 | 0.2 | -1.0 | 1.6 | 1.8 | 2.1 | -- |
| Best of category | 1.6 | 4.7 | 10.6 | 22.9 | 14.5 | 12.7 | 10.5 |
| Worst of category | 0.6 | 1.0 | 2.7 | 8.5 | 5.7 | 6.5 | 5.6 |
Investment Objective
The objective of this Scheme would be to seek income and minimise risk of capital loss by investing in a portfolio of fixed income securities. The scheme may invest a part of the assets in equity to seek capital appreciation
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Nov 30, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 107.80 (Dec-31-2014) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Srividhya Rajesh ~ Dwijendra Srivastava View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 Conservative | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| ICICI Pru MIP (G) | Not Ranked |
340.16 | 2.6 | 8.9 | 22.2 | 12.3 | 10.0 |
| ICICI Pru MIP - Direct (G) | Not Ranked |
3.27 | 2.8 | 9.3 | 22.9 | -- | -- |
| UTI Monthly Income Scheme (G) | Not Ranked |
279.27 | 3.0 | 7.6 | 18.1 | 11.0 | 9.0 |
| UTI Monthly Income Scheme-Direct(G) | Not Ranked |
3.41 | 3.1 | 7.8 | 18.6 | -- | -- |
| Birla SL Monthly Income (G) | Not Ranked |
251.30 | 3.2 | 10.1 | 20.8 | 11.2 | 9.4 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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