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Sundaram Income Plus - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
11.875 0 (0.00%)

NAV as on 02 Dec, 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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View Historic Graph From     To     

Returns (NAV as on 02 Dec, 2016)

Period Returns (%) Rank #
1 mth 1.0 56
3 mth 2.5 46
6 mth 4.9 51
1 year 9.0 85
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 204 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.6 - - - -
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 1.0 2.5 4.9 9.0 -- -- --
Category avg 0.9 2.1 4.3 8.3 7.6 7.9 7.4
Difference of Fund returns and Category returns 0.1 0.4 0.6 0.7 -- -- --
Best of category 2.4 4.2 7.9 12.2 11.1 10.3 10.0
Worst of category 0.4 0.7 1.2 6.0 -19.7 4.9 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 Dividend
Launch date Jan 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 136.96 (Sep-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.0.60 (Mar-23-2016)
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
10,259.50 2.1 4.3 8.7 8.9 --
ICICI Pru Flexi Income -Direct (G) Not Ranked
8,945.80 2.7 5.2 9.8 9.5 --
SBI SHDF - USTF - IP (G) Not Ranked
126.54 2.1 4.2 8.5 8.8 9.0
SBI Ultra Short Term Bond - RP (G) Rank 2
2,142.62 2.1 4.2 8.5 8.8 9.0
ICICI Pru Flexi Inc -Retail (G) Not Ranked
52.30 2.5 4.8 8.8 8.5 8.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Money Market Rating Value
(Rs cr)
Asset %
CBLO 105.81 28.46
Money Market Instruments - CPs 53.89 14.50
Money Market Instruments - CDs 34.26 9.21
IDBI Bank Ltd - 15/02/2017 CRISIL A1+ 24.53 6.60
Edelweiss Commodities Services Ltd - 13/03/2017 CRISIL A1+ 14.59 3.92
8.45PN300323 13.70 3.68
Piramal Enterprises Ltd - 13/12/2016 CRISIL A1+ 9.92 2.67
Piramal Enterprises Ltd - 30/11/2016 CRISIL A1+ 9.94 2.67
JM Financial Products Ltd - 06/03/2017 CRISIL A1+ 9.74 2.62
Small Industrial Development Bank of India - 31/03/2017 CRISIL A1+ 9.73 2.62

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 0.00
Others 0.00
Debt 38.62
Mutual Funds N.A
Money Market 55.85
Cash / Call 5.52

View All

Concentration

Holdings (%)
Top 5 62.69
Top 10 76.95
Sector (%)
Top 3 N.A.

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