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Sundaram Monthly Income Plan - Conservative Plan - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
17.173 0 (0.01%)

NAV as on 04 May, 2018

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 Mar 2018) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 04 May, 2018)

Period Returns (%) Rank #
1 mth 0.3 7
3 mth 1.8 2
6 mth 2.7 4
1 year 6.9 4
2 year 8.0 13
3 year 8.5 4
5 year 7.4 15

# Moneycontrol Rank within 23 MIP Conservative Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.6 - - - -
2017 1.6 1.9 1.9 1.1 6.9
2016 2.3 2.1 3.1 1.9 10.2
2015 2.9 1.3 2.7 1.9 9.6
2014 1.6 2.6 2.0 4.1 10.7
2013 0.5 2.5 -5.4 1.9 -0.1

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 Conservative)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.3 1.8 2.7 6.9 8.0 8.5 7.4
Category avg -- 0.7 0.8 4.8 7.9 6.7 7.5
Difference of Fund returns and Category returns 0.3 1.1 1.9 2.1 0.1 1.8 -0.1
Best of category 0.8 1.8 3.6 14.1 12.7 9.3 11.1
Worst of category -0.5 -1.0 -2.2 0.4 6.2 4.8 6.7

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.19 (Mar-31-2018)
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 Pru Ultra Short Term Fund (G) Not Ranked
1,911.43 1.5 3.3 6.5 8.2 8.4
ICICI Pru Ultra Short Term Fund - D (G) Not Ranked
187.03 1.7 3.6 7.1 9.3 9.3
SBI Debt Hybrid Fund (G) Rank 3
1,558.92 0.1 -1.3 0.4 7.8 9.1
SBI Debt Hybrid Fund - D (G) Rank 3
63.78 0.4 -0.8 1.4 8.9 10.1
DSP BR Reg. Savings Fund - Regular (G) Rank 3
437.28 0.0 -1.2 3.8 7.6 9.2
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 0.52 0.45 0.45
Cons NonDurable 0.46 0.39 0.39
Automotive 0.30 0.25 0.25
Engineering 0.23 0.22 0.22
Technology 0.19 0.20 0.20

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 1.70
Others 0.00
Debt 86.42
Mutual Funds N.A
Money Market 0.00
Cash / Call 11.89

View All

Concentration

Holdings (%)
Top 5 55.14
Top 10 85.11
Sector (%)
Top 3 1.28

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