Sundaram MIP - Aggressive Add to compare
19.1696
0.02
(0.1%)
1 day change as on 23 Apr 2018
Investment Objective: 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 137.94
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 5000
Launch Date Fund Manager Last Dividend
08-03-2010 S Krishnakumar,Dwijendra Srivastava,Siddharth Chaudhary,Sandeep Agarwal,Rohit Seksaria 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 85+15 - Conservative 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 136.89 1.78 -0.64 1.28 6.45 8.46 10.30 8.33
Indiabulls Savings Income Fund 102.34 0.20 -0.57 7.67 14.85 -- -- 11.06
BOI AXA Conservative Hybrid Fund 203.97 1.38 -0.49 3.20 9.46 9.22 10.16 8.61
UTI - MIS - Advantage Fund 1183.31 2.25 0.34 2.52 8.82 8.72 11.09 10.06
Axis Income Saver Fund 398.39 1.95 0.37 2.79 8.41 7.05 9.48 8.37
ICICI Prudential MIP 25 1367.91 2.22 0.24 2.63 8.39 9.29 11.58 10.32
Top 10 Holdings
Company Name Sector Name Asset %
8.85 HDFC Bank Ltd. Financial Services 7.36
8.33 Indian Railway Finance Corporation Ltd. Mar 26 2019 Financial Services 5.53
Cash Current Assets 5.42
CBLO(CCIL) Current Assets 3.91
9.75 Rural Electrification Corporation Nov 11 2021 Financial Services 3.89
 
Company Name Sector Name Asset %
9.3 Power Grid Corporation of India Ltd. Sep 4 2024 Energy 3.88
9.3 Tata Sons Ltd. Jun 19 2024 Financial Services 3.81
11 Dewan Housing Finance Corporation Ltd. Sep 12 2019 Financial Services 3.8
8.76 Export-Import Bank of India Ltd. Feb 14 2023 Financial Services 3.8
11.5 Bank of India Financial Services 3.76
AUM Movement
Asset Allocation