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Sundaram Income Plus - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
23.142 0 (0.02%)

NAV as on 30 Aug, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Ultra Short Term Debt
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 30 Aug, 2016)

Period Returns (%) Rank #
1 mth 0.8 35
3 mth 2.4 61
6 mth 4.8 74
1 year 8.5 107
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 208 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 1.6 - - - -
2015 1.0 2.1 2.3 1.9 7.6

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Ultra Short Term Debt)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.8 2.4 4.8 8.5 -- -- --
Category avg 0.6 2.1 4.3 7.8 7.6 8.0 7.4
Difference of Fund returns and Category returns 0.2 0.3 0.5 0.7 -- -- --
Best of category 1.2 3.5 6.5 10.7 10.3 10.3 10.0
Worst of category 0.4 0.5 1.2 -0.2 -19.7 5.4 0.1

Investment Info

Investment Objective

The primary investment objective of the scheme is to obtain high yields by investing in fixed income securities. Capital appreciation is secondary objective when consistent with its primary objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 125.54 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Sandeep Agarwal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

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

Ultra Short Term Debt Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Ultra Short Term Bond - DP (G) Not Ranked
7,175.51 2.2 4.6 8.5 9.2 --
Birla SL Saving - Direct (G) Not Ranked
7,115.47 2.6 5.3 9.4 9.8 --
Birla SL Saving Fund (DAP) Not Ranked
0.00 2.5 5.2 9.2 9.6 9.1
SBI Ultra Short Term Bond - RP (G) Rank 2
1,947.24 2.1 4.5 8.4 9.1 9.0
Reliance Money Mgr -Direct (G) Not Ranked
6,685.91 2.3 4.8 8.9 9.5 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments - CP 63.29 35.01
Money Market Instruments - CD 34.17 18.90
JM Financial Products Ltd - 06/03/2017 CRISIL A1+ 19.04 10.53
Corporation Bank - 02/09/2016 CRISIL A1+ 14.91 8.25
Tata Power Solar Systems - 07/09/2016 CRISIL A1+ (SO) 9.93 5.49
Tata Power Trading Co Ltd - 09/09/2016 CRISIL A1+ (SO) 9.93 5.49
Piramal Enterprises Ltd - 30/11/2016 ICRA A1+ 9.74 5.39
Piramal Enterprises Ltd - 13/12/2016 ICRA A1+ 9.71 5.37
IDBI Bank Ltd - 15/02/2017 CRISIL A1+ 9.64 5.33
Chennai Petroleum Corporation Ltd - 26/09/2016 CRISIL A1+ 4.94 2.73

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 0.00
Others 0.00
Debt 33.59
Mutual Funds 6.64
Money Market 53.90
Cash / Call 5.87

View All

Concentration

Holdings (%)
Top 5 78.18
Top 10 102.49
Sector (%)
Top 3 N.A.

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