Sundaram MIP - Aggressive Add to compare
18.5665
-0.0112
(-0.06%)
1 day change as on 21 Jul 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 132.56
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 131.59 1.59 3.14 6.05 12.85 11.98 10.98 8.75
Birla Sun Life MIP II - Wealth 25 1985.35 1.29 4.85 9.94 16.51 14.76 14.82 10.7
HDFC Monthly Income Plan - Long Term Plan 3807.48 0.91 4.72 7.34 14.47 11.36 12.00 11.47
ICICI Prudential MIP 25 1377.84 0.56 4.72 8.49 14.30 12.54 12.66 10.65
Kotak Monthly Income Plan 307.31 0.60 4.12 6.05 12.50 11.67 11.47 8.18
HDFC Monthly Income Plan - Short Term Plan 327.56 0.70 3.56 6.72 12.47 8.83 9.85 8.37
Top 10 Holdings
Company Name Sector Name Asset %
9.7 Talwandi Sabo Power Ltd. Sep 18 2017 Energy 8.39
Tata Motors Finance Ltd. Financial Services 7.94
8.85 HDFC Bank Ltd. Financial Services 7.71
9.25 Dewan Housing Finance Corporation Ltd. Sep 9 2023 Financial Services 6.13
9.3 Power Grid Corporation of India Ltd. Sep 4 2024 Energy 4.2
 
Company Name Sector Name Asset %
Reverse Repo Current Assets 4.1
9.3 Tata Sons Ltd. Jun 19 2024 Financial Services 4.08
11.45 Dewan Housing Finance Corporation Ltd. Sep 12 2019 Financial Services 4.03
11.5 Bank of India Financial Services 3.96
8.15 Tata Steel Ltd. Oct 4 2026 Metals 3.79
AUM Movement
Asset Allocation