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Sundaram Monthly Income Plan - Moderate Plan - Direct Plan (MD)

PLAN: Direct OPTIONS: Monthly Dividend
12.154 0.02 (0.14%)

NAV as on 09 Sep, 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 Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 09 Sep, 2016)

Period Returns (%) Rank #
1 mth 0.9 17
3 mth 3.2 7
6 mth 6.1 42
1 year 7.9 68
2 year 7.1 72
3 year 8.2 84
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -0.2 - - - -
2015 2.5 - -0.7 -0.7 2.4
2014 1.6 2.4 1.8 3.6 10.0
2013 - - -0.7 1.0 3.1

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 Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.9 3.2 6.1 7.9 7.1 8.2 --
Category avg 0.4 1.0 5.1 10.1 8.7 10.9 5.8
Difference of Fund returns and Category returns 0.5 2.2 1.0 -2.2 -1.6 -2.7 --
Best of category 1.7 3.9 11.4 23.4 19.4 16.3 13.7
Worst of category -1.1 -3.2 -6.4 -5.8 5.7 5.6 6.4

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 Dividend
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.37 (Sep-30-2016)
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 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 - Direct (G) Not Ranked
177.59 2.6 10.7 16.3 14.9 --
HDFC MIP - LTP (G) Rank 3
3,510.76 2.4 10.4 15.6 14.4 11.9
Reliance MIP - Direct (G) Not Ranked
79.55 1.4 7.4 12.0 14.2 --
Reliance MIP (G) Rank 3
2,448.65 1.2 7.0 11.0 13.2 11.5
Birla SL MIP II-Wealth 25 (G) Rank 1
1,202.06 0.3 10.2 17.5 16.3 13.7
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 4.11 2.85 2.04
Oil & Gas 3.10 2.16 2.01
Cons NonDurable 2.95 2.10 1.90
Automotive 2.94 2.09 1.75
Engineering 2.65 1.99 1.34
Technology 2.23 1.97 1.73

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 17.98
Others 0.00
Debt 78.11
Mutual Funds N.A
Money Market 0.70
Cash / Call 3.22

View All

Concentration

Holdings (%)
Top 5 65.63
Top 10 85.33
Sector (%)
Top 3 10.16

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