Sundaram Monthly Income Plan - Aggressive Plan (G) NAV | Sundaram Mutual Fund | Sundaram Monthly Income Plan

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-0.7	0.2	2.8	3.3	3.4	--	--
Category avg	-0.7	0.6	3.7	4.5	3.5	3.8	3.5
Difference of Fund returns and Category returns	0.0	-0.4	-0.9	-1.2	-0.1	--	--
Best of category	0.7	2.5	7.7	10.8	8.5	11.3	11.3
Worst of category	-1.6	-1.0	0.8	1.0	1.5	3.1	2.8

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)	11.13 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Dwijendra Srivatsava 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	www.sundarammutual.com

Peer Comparison

MIP Aggressive	Crisil Rank	Assets (Rs.cr)
MIP Aggressive	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
FT India MIP (G)	Rank 4	321.52	0.4	3.8	5.9	6.8	6.9
HSBC MIP - Savings Plan (G)	Rank 3	282.85	0.0	4.8	5.1	7.5	7.9
DSP BlackRock MIP Fund (G)	Rank 2	192.86	1.2	7.7	10.8	8.6	8.0
LIC NOMURA Floater MIP-Plan A (G)	Rank 4	97.76	-0.6	1.7	3.0	6.2	7.4
Tata MIP Plus Fund (G)	Rank 3	82.65	0.4	5.4	6.8	6.8	6.7
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Debt	Rating	Value (Rs cr)	Asset %
SREI Equipment Finance	AA	-	24.30
Reliance Capital	AAA	-	15.74
9.15% CGL 14/11/2024	GSEC	-	10.90
HDFC	AAA	-	4.24
Aditya Birla Nuvo	LAA+	-	4.13
Shriram Transport Finance	AAA	-	0.53

Full Portfolio

Sector Allocation (Apr 30, 12)

Sector	%	1-Year HighLow
No Sector Data Available

Sector

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 30, 12)

Equity	0.00
Others	0.00
Debt	59.84
Mutual Funds	30.26
Money Market	0.00
Cash / Call	9.89

View All

Concentration

Holdings	(%)
Top 5	59.31
Top 10	59.84

Sector	(%)
Top 3	N.A.

News & Videos

News

Sundaram MF launches Capital Protection Oriented Fund Sr-2

Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 � 3 Years, a close ...

Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm

BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.

Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Which sectors is Sundaram BNP MF betting on this year?

In an interview with CNBC-TV18, TP Raman, MD, Sundaram BNP MF, speaks about his reading of the mar ...

Mar 30, 2010 at 15:05 | Source: CNBC-TV18