Moneycontrol

Markets

  • Sensex
    35689.60
    257.21 (0.73%)
  • Nifty
    10821.85
    80.75 (0.75%)
you are here: Moneycontrol Mutual Funds MIP Conservative Sundaram Mutual Fund Sundaram Monthly Income Plan - Conservative Plan (B)

Sundaram Monthly Income Plan - Conservative Plan (B)

Previous Name:
Plan: | Option: Bonus | Type : Open-Ended
Buy
11.784 0.01 ( 0.06 %)
NAV as on 26 Mar, 2013
Crisil MF Rank
Riskometer
N.A
FUND CLASS
Success
Alert
Please select a Day.
Info

Not Ranked

The scheme is Not Ranked in MIP Conservative category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Chart

  • Benchmark Index

  • View Historic Graph

No record found
Returns (NAV as on Mar 26, 2013)
Period Returns(%) Rank#
1 Month 0.5 27
3 Months 2.3 23
6 Months 4.4 14
1 Year 9.0 8
2 Years 10.0 10
3 Years 6.5 28
5 Years 6.9 14

# Moneycontrol Rank within 32 MIP Conservative Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 0.4 - - - 0.4

View where it stands within its peers

Return Calculator SIP Calculator

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.5 2.3 4.4 9 9 10 6.5
Category average 0.2 0.6 0.8 4.8 7.9 6.7 7.5
Difference of Fund returns and Category returns 0.3 1.7 3.6 4.2 1.1 3.3 -1
Best of Category 1.6 2.2 5.3 16.3 13.7 9.3 11.1
Worst of Category -0.6 0.2 -2.2 0.6 6.2 4.8 6.7
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

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 rninvesting a portion of the schemes assets in equity and equity related instruments.

Registrars
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:

    N.A.

  • Tel No.:

  • Email:

  • Website:

  • Fax No.:

peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Ultra Short Term Fund (G) 1,911.43 17.8 1.5 3.3 6.5 8.2 8.4
ICICI Prudential Ultra Short Term Fund - Direct Plan (G) 187.03 18.6 1.7 3.7 7.1 9.3 9.3
SBI Debt Hybrid Fund (G) 1,558.92 37.9 0.2 -1.2 0.6 7.8 9.1
SBI Debt Hybrid Fund - Direct Plan (G) 63.78 39.8 0.5 -0.7 1.6 8.9 10.1
DSP BlackRock Regular Savings Fund - Regular Plan (G) 437.28 36.1 0.2 -1.2 4.0 7.6 9.3
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2013
Company Sector Value %Assets
No Holdings Data Available
Asset Allocation (%) As on May 31, 2013
Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 0.00
Sector Allocation (%) As on May 31, 2013
Sector %
No Sector Allocation Data Available
Concentration As on May 31, 2013
Holdings %
Top 5 0
Top 10 0
Sectors %
Top 3 0
Forum | Add a comment...

See More

active boarders
arvind151

arvind151

Platinum Member

41998 Messages

See More

What`s Your Opinion

Will you invest in a IT-dedicated Mutual Fund scheme?

  • Yes
  • No

Submit

See More

Last Visited
Sections
Follow us on
Available On