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Sundaram Monthly Income Plan - Conservative Plan (G)

PLAN: Regular OPTIONS: Growth
16.208 0.01 (0.06%)

NAV as on 21 Sep, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : MIP Conservative
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ranking by CRISIL

Not Ranked

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

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Returns (NAV as on 21 Sep, 2017)

Period Returns (%) Rank #
1 mth 0.4 14
3 mth 1.8 13
6 mth 4.0 22
1 year 7.7 19
2 year 8.9 19
3 year 9.6 14
5 year 7.2 14

# Moneycontrol Rank within 30 MIP Conservative Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.5 1.8 - - -
2016 2.2 2.0 3.0 1.8 9.7
2015 2.8 1.2 2.6 1.8 9.1
2014 1.5 2.0 1.9 4.0 9.8
2013 0.5 2.4 -5.5 1.8 -0.5
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 0.4 1.8 4.0 7.7 8.9 9.6 7.2
Category avg 0.5 1.7 4.7 7.4 8.1 8.7 7.3
Difference of Fund returns and Category returns -0.1 0.1 -0.7 0.3 0.8 0.9 -0.1
Best of category 1.8 5.3 9.1 11.1 12.2 12.7 11.1
Worst of category -0.7 -1.0 1.6 3.6 3.8 7.4 7.2

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) 75.37 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
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
2,408.45 1.8 3.9 8.1 10.0 8.9
ICICI Prudential Regular Income-Dir (G) Not Ranked
130.75 2.0 4.2 9.1 11.1 --
SBI Magnum MIP - Direct (G) Not Ranked
35.94 1.3 6.4 10.8 12.7 --
SBI Magnum MIP (G) Not Ranked
1,055.12 1.1 5.9 9.7 11.6 11.1
ICICI Pru MIP - Direct (G) Not Ranked
10.36 1.1 6.3 9.9 10.2 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 0.33 0.00 0.00
Cons NonDurable 0.29 0.00 0.00
Automotive 0.18 0.00 0.00
Technology 0.17 0.00 0.00
Engineering 0.14 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 1.11
Others 0.00
Debt 91.22
Mutual Funds N.A
Money Market 2.72
Cash / Call 4.96

View All

Concentration

Holdings (%)
Top 5 52.03
Top 10 89.13
Sector (%)
Top 3 0.80

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