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Sundaram Income Plus (D)

PLAN: Regular OPTIONS: Dividend
11.315 0 (0.02%)

NAV as on 21 Apr, 2017

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 Dec 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 21 Apr, 2017)

Period Returns (%) Rank #
1 mth 0.6 121
3 mth 1.5 143
6 mth 3.0 176
1 year 6.6 179
2 year 3.4 165
3 year 1.5 78
5 year -1.4 51

# Moneycontrol Rank within 207 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.7 1.5 2.0 1.4 1.3
2015 2.2 1.0 0.6 1.8 5.9
2014 2.0 2.2 -10.0 3.9 -2.2
2013 1.6 -23.1 1.8 3.1 -17.7
2012 1.4 2.3 2.0 1.6 7.8

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 -4.5 -3.7 -2.2 1.2 3.4 1.5 -1.4
Category avg 0.6 1.3 3.1 7.1 7.3 7.4 7.1
Difference of Fund returns and Category returns -5.1 -5.0 -5.3 -5.9 -3.9 -5.9 -8.5
Best of category 1.2 3.8 6.0 9.9 9.8 9.9 9.8
Worst of category -0.3 -10.5 -9.1 -5.7 1.1 3.6 5.8

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) 74.28 (Mar-31-2017)
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 (%)
ICICI Pru Flexi Income (G) Rank 2
11,031.67 1.7 3.8 8.6 8.9 9.2
ICICI Pru Flexi Income -Direct (G) Rank 2
9,947.22 1.7 3.9 8.7 9.0 --
HDFC CMF-Treasury Advan. - RP (G) Rank 4
9,841.75 1.4 3.4 8.0 8.0 8.2
Birla SL Saving - Direct (G) Rank 3
9,447.24 1.6 3.7 8.6 9.1 --
Reliance Money Mgr -Direct (G) Rank 3
9,158.97 1.7 3.6 8.2 8.8 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 17)

Equity 0.00
Others 0.00
Debt 80.83
Mutual Funds N.A
Money Market 15.57
Cash / Call 3.60

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Concentration

Holdings (%)
Top 5 33.00
Top 10 60.32
Sector (%)
Top 3 N.A.

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