Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Ultra Short Term Debt > Sundaram Mutual Fund > Sundaram Income Plus - Direct Plan (D)

Sundaram Income Plus - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
11.947 0 (0.02%)

NAV as on 22 Aug, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Ultra Short Term Debt
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on 22 Aug, 2017)

Period Returns (%) Rank #
1 mth 0.7 13
3 mth 2.3 28
6 mth 4.3 26
1 year 8.8 24
2 year 7.4 54
3 year - -
5 year - -

# Moneycontrol Rank within 213 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -3.1 1.9 - - -
2016 -3.6 2.0 2.5 1.9 3.0
2015 0.5 1.0 0.7 1.9 4.4

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 0.7 2.3 -0.9 3.4 7.4 -- --
Category avg 0.5 2.0 3.3 7.0 7.3 7.3 7.2
Difference of Fund returns and Category returns 0.2 0.3 -4.2 -3.6 0.1 -- --
Best of category 1.2 5.3 6.8 10.1 10.7 10.5 9.8
Worst of category 0.1 0.7 1.5 -2.9 2.6 -11.5 6.1

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 Dividend
Launch date Jan 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 350.93 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.43 (Mar-27-2017)
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 (%)
ICICI Pru Ultra STP-RP (G) Not Ranked
3.04 2.5 4.2 8.4 9.1 8.9
Reliance Medium Term - Direct (G) Rank 4
8,316.27 2.3 4.0 8.5 9.2 --
Reliance Money Mgr -Direct (G) Rank 3
9,009.79 2.0 3.8 7.9 8.6 --
ICICI Pru Ultra STP - Direct (G) Rank 3
6,346.12 2.6 4.4 8.8 9.5 --
ICICI Pru Savings Fund -Direct (G) Rank 4
3,492.01 2.2 4.2 9.1 9.5 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 0.00
Others 0.00
Debt 79.13
Mutual Funds N.A
Money Market 15.00
Cash / Call 5.90

View All

Concentration

Holdings (%)
Top 5 32.89
Top 10 57.94
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Sections
Follow us on
Available On