Sundaram MIP - Aggressive Add to compare
17.9378
0.0636
(0.36%)
1 day change as on 25 May 2017
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.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 136.21
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 5000
Launch Date Fund Manager Last Dividend
08-03-2010 Dwijendra Srivastava,Shiv Chanani,Siddharth Chaudhary,Sandeep Agarwal 0.00
Benchmark Email / Website Bonus
Crisil MIP Blended Index sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram MIP - Aggressive 133.54 -0.58 1.73 3.58 12.22 11.82 11.00 8.4
Birla Sun Life MIP II - Wealth 25 1782.27 -0.43 3.20 5.29 18.94 14.38 14.18 10.43
HDFC Monthly Income Plan - Long Term Plan 3757.78 0.67 3.96 3.20 17.14 10.90 11.87 11.31
ICICI Prudential MIP 25 1305.51 1.03 3.91 5.81 15.79 12.36 12.42 10.48
DSP BlackRock MIP Fund 440.04 -0.41 2.25 2.54 14.55 10.15 10.24 9.97
Kotak Monthly Income Plan 261.95 0.98 3.38 4.14 14.52 11.36 11.45 8.04
Top 10 Holdings
Company Name Sector Name Asset %
8.44 Housing Development Finance Corporation Ltd. Jun 1 2026 Financial Services 10.04
9.7 Talwandi Sabo Power Ltd. Sep 18 2017 Energy 8.29
9.3 Dewan Housing Finance Corporation Ltd. Aug 16 2026 Financial Services 6.09
Reverse Repo Current Assets 5.31
Term Deposit Financial Services 4.49
 
Company Name Sector Name Asset %
9.3 Power Grid Corporation of India Ltd. Sep 4 2024 Energy 4.05
11.45 Dewan Housing Finance Corporation Ltd. Sep 12 2019 Financial Services 3.97
9.3 Tata Sons Ltd. Jun 19 2024 Financial Services 3.95
11.5 Bank of India Jun 22 2021 Financial Services 3.92
8.15 Tata Steel Ltd. Oct 1 2026 Metals 3.69
AUM Movement
Asset Allocation