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Sundaram Income Plus - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
20.687 0 (0.00%)

NAV as on 30 Apr, 2015

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 : Debt Long Term
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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

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Returns (NAV as on 30 Apr, 2015)

Period Returns (%) Rank #
1 mth 0.4 8
3 mth - -
6 mth - -
1 year - -
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 148 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.0 - - - -

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.4 -- -- -- -- -- --
Category avg -0.2 0.3 5.3 11.6 7.0 7.1 5.5
Difference of Fund returns and Category returns 0.6 -- -- -- -- -- --
Best of category 2.1 2.2 7.7 17.4 14.4 12.6 10.4
Worst of category -0.9 -2.4 -2.9 1.8 2.4 7.0 7.0

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) 53.01 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Dwijendra Srivatsava
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

Debt Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Kotak Bond - Plan A - Regular Plan (G) Rank 3
3,856.97 -0.5 5.5 14.1 9.1 8.4
Birla SL Income Plus (DAP) Not Ranked
0.02 0.0 6.4 14.9 9.3 8.2
Birla SL Income Plus -B RP (G) Rank 2
3,850.59 0.0 6.4 14.9 9.3 8.2
IDFC Dynamic Bond-Regular Plan (G) Rank 1
2,776.65 -0.1 7.0 14.7 10.4 9.7
Reliance Dynamic Bond (G) Rank 2
9,594.53 -0.3 6.2 13.9 10.1 9.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Debt Rating Value
(Rs cr)
Asset %
Dewan Housing Finance Corp Ltd CARE AAA 4.81 14.36
Talwandi Sabo Power Ltd CRISIL AA+ 3.78 11.29
Indiabulls Financial Services Ltd CARE AAA 3.40 10.17
TATA Motors Finance Ltd CRISIL AA 3.31 9.90
TATA Motors Ltd CARE AA+ 2.38 7.12

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 15)

Equity 0.00
Others 0.00
Debt 52.84
Mutual Funds N.A
Money Market 48.47
Cash / Call -1.31

View All

Concentration

Holdings (%)
Top 5 52.84
Top 10 52.84
Sector (%)
Top 3 N.A.

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