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Sundaram Monthly Income Plan - Aggressive Plan (MD)

PLAN: Regular OPTIONS: Monthly Dividend
12.982 0.01 (0.11%)

NAV as on 29 May, 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 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 29 May, 2015)

Period Returns (%) Rank #
1 mth 0.7 65
3 mth 0.6 39
6 mth 5.0 22
1 year 17.3 22
2 year 11.2 61
3 year 12.1 20
5 year 8.3 20

# Moneycontrol Rank within 108 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.2 - - - -
2014 2.8 7.9 3.7 5.0 -
2013 -3.6 -4.9 -5.4 5.2 -7.5
2012 5.6 -0.8 5.2 1.7 14.2
2011 -2.7 0.3 -1.8 -2.3 -5.2
2010 0.2 1.2 2.6 -1.3 2.2

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 0.7 0.6 5.0 17.3 11.2 12.1 8.3
Category avg 0.9 0.3 3.7 14.2 10.5 9.1 4.5
Difference of Fund returns and Category returns -0.2 0.3 1.3 3.1 0.7 3.0 3.8
Best of category 2.6 3.4 10.7 23.4 19.4 16.3 11.8
Worst of category 0.3 -4.9 -1.5 7.7 6.6 7.5 5.6

Investment Info

Investment Objective

To generate regular income through investments in fixed income securities. The secondary objective is to generate long-term capital appreciation by investing a portion of the scheme's assets in equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 23, 2010
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 16.58 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.0.04 (Dec-01-2010)
Bonus N.A.
Fund Manager Dwijendra Srivatsava/Siddharth Chaudhary/Sandeep Agarwal/Srividhya Rajesh/Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% 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 (%)
HDFC MIP - LTP - Direct (G) Not Ranked
121.10 -0.6 2.5 13.6 -- --
HDFC MIP - LTP (G) Rank 3
3,682.11 -0.7 2.2 13.1 13.0 10.1
Reliance MIP - Direct (G) Not Ranked
43.72 0.1 5.3 18.4 -- --
Reliance MIP (G) Rank 2
2,497.32 -0.1 4.8 17.3 12.8 10.4
ICICI Pru MIP 25 - Direct (G) Not Ranked
6.76 1.0 5.5 18.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Debt Rating Value
(Rs cr)
Asset %
8.83% CGL 25/11/2023 Sovereign 2.11 10.10
North Eastern Electric Power Corporation Ltd [ICRA]AA- 2.04 9.77
Power Grid Corporation of India Ltd CRISIL AAA 2.04 9.76
Shriram Transport Finance Company CARE AA+ 2.03 9.74
Sundaram BNP Paribas Home Finance Ltd CARE AA 2.03 9.73
National Housing Bank CRISIL AAA 1.30 6.20
Bajaj Finance Ltd 1.01 4.84
TATA COMMUNICATIONS Ltd 0.78 3.75
Wabco India Ltd 0.78 3.75
Export Import Bank of India CRISIL AAA 0.62 2.95

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 6.45 14.60 6.45
Telecom 3.75 11.64 3.75
Automotive 3.75 11.20 3.75
Oil & Gas 2.36 6.68 2.14
Cement 1.48 3.70 1.48
Engineering 1.21 3.64 1.21

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 20.73
Others 0.00
Debt 63.14
Mutual Funds N.A
Money Market 14.10
Cash / Call 1.99

View All

Concentration

Holdings (%)
Top 5 49.10
Top 10 70.59
Sector (%)
Top 3 13.95

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