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

Sundaram Monthly Income Plan - Conservative Plan (HD)

PLAN: Regular OPTIONS: Half Yearly Dividend
12.263 0 (0.03%)

NAV as on 15 Dec, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on 15 Dec, 2017)

Period Returns (%) Rank #
1 mth 0.2 21
3 mth 1.1 13
6 mth 3.0 14
1 year 6.7 23
2 year 8.3 21
3 year 8.5 14
5 year 7.1 14

# Moneycontrol Rank within 29 MIP Conservative Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -1.0 1.8 -0.6 - -
2016 -0.4 2.0 0.5 1.8 4.3
2015 2.8 1.2 2.6 1.8 9.1
2014 1.5 2.0 -1.6 4.0 6.0
2013 0.4 -11.4 -5.5 0.7 -14.9
2012 2.9 1.4 3.0 1.6 10.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (MIP Conservative)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.2 1.1 3.0 6.7 8.3 8.5 7.1
Category avg 0.3 1.0 3.1 7.5 8.6 8.2 7.4
Difference of Fund returns and Category returns -0.1 0.1 -0.1 -0.8 -0.3 0.3 -0.3
Best of category 1.2 5.3 9.1 15.1 12.1 11.5 10.9
Worst of category -0.7 -1.0 1.3 3.6 3.8 5.7 7.1

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) 59.64 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.22 (Mar-27-2017)
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 2.50%
Load Comments Exit Load 2.50% 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 Conservative Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Prudential Regular Income (G) Not Ranked
2,281.87 1.2 3.1 7.0 8.7 8.7
ICICI Prudential Regular Income-Dir (G) Not Ranked
147.52 1.3 3.4 7.8 9.7 --
SBI Magnum MIP - Direct (G) Not Ranked
54.30 0.5 2.4 9.5 10.9 --
SBI Magnum MIP (G) Not Ranked
1,321.49 0.3 1.9 8.6 9.8 10.3
Can Robeco Yield Advantage (G) Not Ranked
176.41 0.7 2.5 7.1 7.2 7.2
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 0.39 0.00 0.00
Cons NonDurable 0.33 0.00 0.00
Automotive 0.20 0.00 0.00
Technology 0.19 0.00 0.00
Engineering 0.17 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 1.28
Others 0.00
Debt 90.09
Mutual Funds N.A
Money Market 2.40
Cash / Call 6.25

View All

Concentration

Holdings (%)
Top 5 52.13
Top 10 89.70
Sector (%)
Top 3 0.92

News & Videos

News

Messages & Community

Sections
Follow us on
Available On