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Sundaram Monthly Income Plan - Aggressive Plan - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
15.559 0.03 (0.22%)

NAV as on 03 Aug, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : MIP Aggressive
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

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View Historic Graph From     To     

Returns (NAV as on 03 Aug, 2015)

Period Returns (%) Rank #
1 mth 1.4 35
3 mth 3.2 15
6 mth 4.6 16
1 year 17.8 14
2 year 17.1 23
3 year - -
5 year - -

# Moneycontrol Rank within 108 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.3 0.9 - - -
2014 2.9 8.2 3.8 5.2 -
2013 -3.1 1.5 -5.3 5.2 -0.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.4 3.2 4.6 17.8 17.1 -- --
Category avg 1.0 2.1 3.1 13.1 13.7 8.8 4.9
Difference of Fund returns and Category returns 0.4 1.1 1.5 4.7 3.4 -- --
Best of category 2.6 4.2 10.4 23.4 21.2 16.3 11.6
Worst of category -0.7 -1.1 -1.7 6.0 8.0 6.4 5.6

Investment Info

Investment Objective

The primary objective of the scheme is to generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.27 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Dwijendra Srivatsava/Siddharth Chaudhary/Sandeep Agarwal/Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 2.00%
Load Comments Exit Load 2% if redeemed within 12 months from the date of allotment.

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

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance MIP (G) Rank 2
2,619.15 1.6 1.8 15.1 12.5 10.1
HDFC MIP - LTP (G) Rank 3
3,705.23 2.4 2.0 12.3 12.7 9.9
ICICI Prudential MIP 25 (G) Rank 1
1,280.51 1.6 2.5 14.8 13.4 10.5
Axis Income Saver Fund - Reg. (G) Not Ranked
695.75 3.3 3.9 14.0 12.5 9.4
Birla SL MIP II-Wealth 25 (G) Rank 1
868.30 2.9 3.4 19.5 16.0 11.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Debt Rating Value
(Rs cr)
Asset %
Shriram Transport Finance Company Ltd CARE AA+ 0.03 10.18
TATA Sons Ltd CRISIL AAA 0.03 9.68
Rural Electrification Corporation Ltd CRISIL AAA 0.03 9.67
Bajaj Finance Ltd CRISIL AA+ 0.02 7.16
Rural Electrification Corporation Ltd CRISIL AAA 0.02 6.82
Power Grid Corporation of India Ltd CRISIL AAA 0.02 6.33
North Eastern Electric Power Corporation Ltd [ICRA]AA- 0.02 5.85
Bajaj Finance Ltd CRISIL AA+ 0.01 2.73
PNC Infratech 0.01 2.61
National Housing Bank CRISIL AAA 0.01 2.48

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 3.95 14.60 3.45
Retail & Real Estate 2.61 2.62 2.61
Services 2.38 2.38 1.58
Oil & Gas 2.01 6.68 1.21
Pharmaceuticals 1.91 3.14 1.64
Miscellaneous 1.76 1.76 1.70

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 18.51
Others 0.00
Debt 65.78
Mutual Funds N.A
Money Market 15.04
Cash / Call 0.65

View All

Concentration

Holdings (%)
Top 5 43.51
Top 10 63.51
Sector (%)
Top 3 8.94

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