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Sundaram Income Plus (D)

PLAN: Regular OPTIONS: Dividend
11.552 0 (0.03%)

NAV as on 27 Jul, 2017

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.

View Top ranked funds in this category

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Returns (NAV as on 27 Jul, 2017)

Period Returns (%) Rank #
1 mth 0.7 52
3 mth 2.0 67
6 mth 3.5 126
1 year 7.0 164
2 year 5.9 169
3 year 2.2 95
5 year -1.1 50

# Moneycontrol Rank within 213 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -3.7 1.6 - - -
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 0.7 2.0 -1.7 1.6 5.9 2.2 -1.1
Category avg 0.7 1.9 3.2 7.1 7.4 7.4 7.3
Difference of Fund returns and Category returns 0.0 0.1 -4.9 -5.5 -1.5 -5.2 -8.4
Best of category 4.3 5.3 6.0 10.6 11.0 10.6 9.8
Worst of category -0.6 0.7 -6.0 -2.7 2.6 -11.5 6.2
Sundaram Income Plus (D) Review by Crisil - Rating: 1 (Rank 5 out of 5)

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.0.43 (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 (%)
Birla SL Saving - Direct (G) Rank 5
9,447.24 2.2 3.8 8.5 9.1 --
ICICI Pru Flexi Income -Direct (G) Rank 3
9,947.22 2.1 3.9 8.5 9.0 --
ICICI Pru Flexi Income (G) Rank 3
11,031.67 2.1 3.8 8.4 8.8 9.1
HDFC CMF-Treasury Advan. - RP (G) Rank 4
9,841.75 2.0 3.4 7.9 8.0 8.1
Reliance Money Mgr -Direct (G) Rank 3
9,158.97 2.0 3.7 8.0 8.7 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jun 30, 17)

Equity 0.00
Others 0.00
Debt 94.54
Mutual Funds N.A
Money Market 2.17
Cash / Call 3.28

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Concentration

Holdings (%)
Top 5 39.88
Top 10 70.38
Sector (%)
Top 3 N.A.

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