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Sundaram Monthly Income Plan - Aggressive Plan (QD)

PLAN: Regular OPTIONS: Quarterly Dividend
13.900 0.01 (0.10%)

NAV as on 23 Aug, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : MIP Aggressive
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in MIP Aggressive category by Crisil (for quarter ended Jun 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Returns (NAV as on 23 Aug, 2016)

Period Returns (%) Rank #
1 mth 1.8 7
3 mth 5.8 29
6 mth 10.6 34
1 year 11.0 32
2 year 12.4 15
3 year 14.4 25
5 year 9.9 15

# Moneycontrol Rank within 99 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -1.7 - - - -
2015 3.2 0.8 0.3 1.0 6.1
2014 2.8 7.9 - 5.0 17.4
2013 -2.8 -8.6 -5.4 5.3 -10.4
2012 6.1 0.1 5.8 2.3 17.0
2011 -2.2 1.3 -1.6 -2.3 -3.6

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 1.8 5.8 10.6 11.0 12.4 14.4 9.9
Category avg 0.9 4.0 7.9 9.5 10.0 11.4 5.4
Difference of Fund returns and Category returns 0.9 1.8 2.7 1.5 2.4 3.0 4.5
Best of category 2.6 12.1 19.2 23.4 19.4 18.0 13.3
Worst of category -0.4 -3.2 -6.4 -5.8 5.9 5.6 6.5
Sundaram Monthly Income Plan - Aggressive Plan (QD) Review by Crisil - Rating: 3 (Rank 3 out of 5)

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) 112.07 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.0.15 (Mar-18-2016)
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 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

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MIP - LTP (G) Rank 3
3,441.03 8.4 16.2 12.6 15.5 11.0
HDFC MIP - LTP - Direct (G) Not Ranked
164.39 8.5 16.5 13.2 16.0 --
Reliance MIP - Direct (G) Not Ranked
74.68 5.9 11.9 10.7 14.8 --
Reliance MIP (G) Rank 3
2,447.96 5.7 11.5 9.7 13.8 11.0
ICICI Prudential MIP 25 (G) Rank 2
1,148.67 7.0 14.0 12.6 15.2 11.9
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 5.94 5.83 2.86
Manufacturing 3.09 2.81 2.03
Oil & Gas 2.87 1.52 1.39
Cement 1.89 1.68 1.32
Pharmaceuticals 1.70 2.22 1.12
Cons NonDurable 1.51 1.52 1.37

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 20.93
Others 0.00
Debt 65.22
Mutual Funds N.A
Money Market 0.00
Cash / Call 13.86

View All

Concentration

Holdings (%)
Top 5 32.04
Top 10 53.83
Sector (%)
Top 3 11.90

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