SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > MIP Aggressive > Sundaram Mutual Fund > Sundaram Monthly Income Plan - Aggressive Plan (G)

Sundaram Monthly Income Plan - Aggressive Plan (G)

PLAN: Regular OPTIONS: Growth
15.256 0.03 (0.22%)

NAV as on 12 Feb, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : MIP Aggressive
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in MIP Aggressive category by Crisil (for quarter ended Nov 1999) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

View Historic Graph From     To     

Returns (NAV as on 12 Feb, 2016)

Period Returns (%) Rank #
1 mth -2.4 67
3 mth -1.5 50
6 mth -0.7 33
1 year 3.2 24
2 year 13.8 13
3 year 9.2 30
5 year 8.5 15

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.2 0.8 1.4 2.1 8.5
2014 2.8 7.9 3.7 5.0 21.7
2013 -2.8 1.4 -5.4 5.3 -0.5
2012 6.1 0.1 5.8 2.3 17.0
2011 -2.3 1.2 -1.6 -2.3 -3.8

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 -2.4 -1.5 -0.7 3.2 13.8 9.2 8.5
Category avg -1.3 -1.3 -0.9 3.1 10.8 7.0 4.6
Difference of Fund returns and Category returns -1.1 -0.2 0.2 0.1 3.0 2.2 3.9
Best of category 1.4 3.4 10.4 23.4 19.4 16.3 10.3
Worst of category -4.9 -5.4 -6.4 -5.8 5.2 4.2 5.4
Sundaram Monthly Income Plan - Aggressive Plan (G) Review by Crisil - Rating: 4 (Rank 2 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 Growth
Launch date Feb 23, 2010
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 102.76 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A.
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 (G) Rank 3
3,642.90 -4.8 -4.6 -3.1 8.4 8.4
Reliance MIP (G) Rank 3
2,552.15 -2.6 -2.3 -0.7 9.4 9.3
ICICI Prudential MIP 25 (G) Rank 2
1,259.64 -2.7 -1.7 0.3 10.1 9.8
Birla SL MIP II-Wealth 25 (G) Rank 1
1,044.38 -3.2 -4.3 -1.9 11.3 10.3
Axis Income Saver Fund - Reg. (G) Not Ranked
704.20 -0.5 -1.5 2.6 9.7 8.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 30, 15)

Debt Rating Value
(Rs cr)
Asset %
Shriram Transport Finance Company Ltd CARE AA+ 10.36 10.12
Dewan Housing Finance Corp Ltd CARE AAA 9.87 9.65
Talwandi Sabo Power Ltd CRISIL AA 7.89 7.71
TATA Sons Ltd CRISIL AAA 5.10 4.99
Cholamandalam Investment and Finance Company Ltd [ICRA]AA 5.04 4.93
North Eastern Electric Power Corporation Ltd [ICRA]AA 4.21 4.11
Bajaj Finance Ltd CRISIL AA+ 3.72 3.63
Power Finance Corporation Ltd CRISIL AAA 3.42 3.35
Power Grid Corporation of India Ltd CRISIL AAA 3.32 3.24
Mahindra CIE Automotive Ltd 2.02 1.98

Full Portfolio

Sector Allocation (Oct 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 30, 15)

Equity 19.66
Others 0.00
Debt 58.99
Mutual Funds N.A
Money Market 19.88
Cash / Call 1.46

View All

Concentration

Holdings (%)
Top 5 37.40
Top 10 53.71
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.