Sundaram Income Plus (D)
Fund Family Sundaram Mutual Fund
Fund Class Debt Long Term
SNAPSHOT
Performance
Investment Info
Peers
Portfolio
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Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.9 | - |
| 3 mth | 1.4 | - |
| 6 mth | 3.7 | - |
| 1 year | 4.8 | - |
| 2 year | 4.3 | - |
| 3 year | 3.0 | - |
| 5 year | 3.7 | - |
# Moneycontrol Rank within 88 Debt Long Term Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 1.4 | - | - | - | - |
| 2011 | 1.4 | 1.3 | 0.4 | 1.3 | 4.4 |
| 2010 | 0.2 | 0.4 | 0.6 | 0.8 | 2.1 |
| 2009 | 0.3 | - | 0.1 | -0.2 | 0.6 |
| 2008 | 1.3 | 1.3 | 1.6 | 1.6 | 6.1 |
| 2007 | 1.5 | 1.5 | 0.5 | 1.7 | 5.6 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Debt Long Term)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.9 | 1.4 | 3.7 | 4.8 | 4.3 | 3.0 | 3.7 |
| Category avg | 0.6 | 1.6 | 4.2 | 7.4 | 5.0 | 4.0 | 3.4 |
| Difference of Fund returns and Category returns | 0.3 | -0.2 | -0.5 | -2.6 | -0.7 | -1.0 | 0.3 |
| Best of category | 1.6 | 2.6 | 8.7 | 13.5 | 10.0 | 8.9 | 11.0 |
| Worst of category | 0.3 | 0.3 | 2.3 | 3.4 | -4.2 | -0.8 | -9.3 |
Investment Info
Investment Objective
The fund seeks to obtain high current income. Capital appreciation would be a secondary objective, when consistent with primary objective.
Scheme details
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jul 19, 2002 |
| Benchmark | CRISIL Composite Bond Fund |
| Asset Size (Rs cr) | 0.27 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.0.13 (Jul-20-2007) |
| 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 |
| sundarammutual@sundarammutual.com | |
| Website | www.sundarammutual.com |
Peer Comparison
| Debt Long Term | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR Strategic Bond-Reg (G) | Rank 3 |
47.20 | 1.7 | 4.7 | 9.2 | 6.2 | 6.4 |
| DSP-BR Strategic Bond-Inst (G) | Not Ranked |
763.38 | 1.8 | 4.8 | 9.5 | 6.6 | 4.5 |
| Templeton Corporate Bond Opp. (G) | Not Ranked |
508.65 | 2.5 | 0.0 | -- | -- | -- |
| Templeton (I) Income Fund (G) | Rank 4 |
626.50 | 2.2 | 4.1 | 8.4 | 5.8 | 7.1 |
| Kotak Bond (Regular) (G) | Rank 3 |
142.63 | 2.3 | 8.7 | 12.0 | 6.7 | 9.4 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| 9.15% CGL 14/11/2024 | GSEC | - | 38.30 |
| State Bank of Mysore | A1+ | - | 28.90 |
| Kotak Mahindra Prime | A1+ | - | 18.55 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 85.75 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 14.25 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 85.75 |
| Top 10 | 85.75 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
News & Videos
News
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
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Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
-
Which sectors is Sundaram BNP MF betting on this year?
In an interview with CNBC-TV18, TP Raman, MD, Sundaram BNP MF, speaks about his reading of the mar ...
Mar 30, 2010 at 15:05 | Source: CNBC-TV18
Videos
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Oct 25, 2011
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Oct 25, 2011
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