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Sundaram Monthly Income Plan - Moderate Plan (B)

PLAN: Regular OPTIONS: Bonus
13.459 0.01 (0.09%)

NAV as on 24 May, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Close Note- Earlier called Sundaram Monthly Income Plan, name change w.e.f. 25-01-2010
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Returns (NAV as on 24 May, 2016)

Period Returns (%) Rank #
1 mth -0.6 88
3 mth 2.3 79
6 mth 0.8 75
1 year 2.5 77
2 year 5.3 89
3 year 5.7 74
5 year 5.8 29

# Moneycontrol Rank within 99 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 0.8 - - - -
2015 2.3 -0.2 -0.1 0.4 3.7
2014 1.5 1.9 1.6 3.4 8.8
2013 -32.3 1.7 0.7 2.2 -28.8

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 -0.6 2.3 0.8 2.5 5.3 5.7 5.8
Category avg 0.1 3.7 2.1 5.9 9.5 8.4 4.9
Difference of Fund returns and Category returns -0.7 -1.4 -1.3 -3.4 -4.2 -2.7 0.9
Best of category 1.4 8.8 10.4 23.4 19.4 16.3 11.4
Worst of category -1.4 -3.2 -6.4 -5.8 4.0 5.6 5.8

Investment Info

Investment Objective

The primary objective of the scheme is to generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Bonus
Launch date Dec 17, 2012
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 24.31 (Dec-31-2015)
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 Note- Earlier called Sundaram Monthly Income Plan, name change w.e.f. 25-01-2010

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 9 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 7.9 1.3 4.0 9.7 9.4
HDFC MIP - LTP - Direct (G) Not Ranked
155.56 8.0 1.6 4.5 10.1 --
Reliance MIP - Direct (G) Not Ranked
61.76 6.1 2.2 5.0 10.4 --
Reliance MIP (G) Rank 2
2,552.15 5.9 1.7 4.1 9.4 9.9
ICICI Prudential MIP 25 (G) Rank 2
1,259.64 7.2 2.1 4.6 10.7 10.6
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 2.58 7.54 2.04
Oil & Gas 2.09 2.23 1.95
Cons NonDurable 2.03 2.78 1.90
Automotive 1.99 2.29 1.75
Technology 1.89 2.27 1.73
Engineering 1.60 2.17 1.34

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 12.18
Others 0.00
Debt 70.64
Mutual Funds N.A
Money Market 0.00
Cash / Call 17.20

View All

Concentration

Holdings (%)
Top 5 47.36
Top 10 68.47
Sector (%)
Top 3 6.70

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