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Sundaram Income Plus - Direct Plan (Bonus)

PLAN: Direct OPTIONS: Bonus

CRISIL MF RANK

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

Relatively Weak performance in the category

The scheme is ranked 5 in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2017) . If you are invested in this scheme, its time to switch to a better performing scheme.

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Returns ()

Period Returns (%) Rank #
1 mth 0.8 35
3 mth 2.1 35
6 mth 4.2 17
1 year 8.9 31
2 year 8.6 61
3 year - -
5 year - -

# Moneycontrol Rank within Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
No Performance Data Available

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 2.2 4.2 8.9 8.6 -- --
Category avg 0.7 1.8 3.1 7.2 7.3 7.3 7.2
Difference of Fund returns and Category returns 0.1 0.4 1.1 1.7 1.3 -- --
Best of category 1.3 3.8 6.0 10.3 9.8 9.8 9.8
Worst of category 0.1 0.9 -9.3 -6.1 0.9 -11.5 5.6
Sundaram Income Plus - Direct Plan (Bonus) Review by Crisil - Rating: 1 (Rank 5 out of 5)

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 Bonus
Launch date Jan 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 0.00 ()
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 (%)
HDFC Floating Rate Inc.-STP-RP (G) Not Ranked
66.37 1.9 3.6 8.1 8.5 8.6
SBI Ultra Short Term Debt - DP (G) Rank 2
7,623.43 1.8 3.6 7.8 8.4 --
ICICI Pru Flexi Income -Direct (G) Rank 3
9,947.22 2.1 4.0 8.8 8.9 --
ICICI Pru Savings Fund -Direct (G) Not Ranked
2,287.07 2.2 4.5 9.6 9.5 --
SBI SHDF - USTF - IP (G) Not Ranked
103.65 1.8 3.5 7.7 8.4 8.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings ()

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation ()

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)()

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

View All

Sector (%)
Top 3 N.A.

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