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

PLAN: Direct OPTIONS: Bonus
17.553 0.01 (0.03%)

NAV as on 22 Nov, 2013

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
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 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 22 Nov, 2013)

Period Returns (%) Rank #
1 mth 0.6 9
3 mth 1.6 16
6 mth 3.7 33
1 year 9.3 84
2 year 8.5 88
3 year - -
5 year - -

# Moneycontrol Rank within 108 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 0.2 1.8 0.8 1.2 4.6

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 1.6 3.7 9.3 8.5 -- --
Category avg -0.1 0.6 3.3 12.0 11.7 8.6 4.3
Difference of Fund returns and Category returns 0.7 1.0 0.4 -2.7 -3.2 -- --
Best of category 1.4 3.4 10.5 23.4 19.4 16.3 11.2
Worst of category -1.9 -1.7 -0.3 4.3 6.9 6.7 5.5

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 Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.01 (Dec-31-2013)
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
121.10 -0.1 1.5 9.5 -- --
HDFC MIP - LTP (G) Rank 3
3,682.11 -0.2 1.3 9.0 11.8 9.6
Reliance MIP (G) Rank 2
2,497.32 0.1 3.4 14.2 12.3 9.9
Reliance MIP - Direct (G) Not Ranked
43.72 0.3 3.8 15.3 -- --
ICICI Prudential MIP 25 (G) Rank 1
1,164.31 -1.2 2.4 13.0 12.6 10.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Debt Rating Value
(Rs cr)
Asset %
8.83% CGL 25/11/2023 Sovereign 0.03 20.79
Bajaj Finance Ltd CRISIL AA+ 0.02 15.92
Dewan Housing Finance Corp Ltd CARE AAA 0.02 13.90
Power Grid Corporation of India Ltd CRISIL AAA 0.01 9.90
LIC Housing Finance Ltd CRISIL AAA 0.01 7.07
Nabha Power Ltd [ICRA]AAA 0.01 5.14
Kotak Mahindra Bank Ltd 0.00 2.83
Hindustan UniLever Ltd 0.00 2.73
Wipro Ltd 0.00 2.46
IDFC Ltd 0.00 2.29

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 7.28 7.28 7.28
Cons NonDurable 2.73 2.73 2.73
Technology 2.46 2.46 2.46
Automotive 2.09 2.09 2.09
Pharmaceuticals 2.04 2.04 2.04
Engineering 2.02 2.02 2.02

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 22.57
Others 0.00
Debt 73.31
Mutual Funds N.A
Money Market 1.56
Cash / Call 2.57

View All

Concentration

Holdings (%)
Top 5 67.58
Top 10 83.03
Sector (%)
Top 3 12.47

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