Sundaram MIP - Aggressive Add to compare
18.8999
0.0031
(0.02%)
1 day change as on 21 Feb 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 135.62
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 138.70 -1.82 -0.22 2.28 7.27 8.50 10.06 8.32
Indiabulls Monthly Income Plan 30.18 0.42 5.70 12.67 18.45 -- -- 12.14
BOI AXA Regular Return Fund 188.82 -1.77 0.77 4.01 10.48 8.75 9.97 8.57
ICICI Prudential MIP 25 1440.24 -1.63 -0.86 1.42 8.99 8.59 11.36 10.27
HDFC Multiple Yield Fund - Plan 2005 175.76 -0.96 0.70 4.75 8.93 7.89 10.35 9.48
Axis Income Saver Fund 438.24 -1.35 0.32 2.89 8.75 6.47 9.34 8.3
Top 10 Holdings
Company Name Sector Name Asset %
9.81 Power Finance Corporation Ltd. Oct 7 2018 Financial Services 7.3
8.85 HDFC Bank Ltd. Financial Services 7.21
8.33 Indian Railway Finance Corporation Ltd. Mar 26 2019 Financial Services 5.67
CBLO(CCIL) Current Assets 5.51
Tata Motors Finance Ltd. Financial Services 5.48
 
Company Name Sector Name Asset %
9.3 Power Grid Corporation of India Ltd. Sep 4 2024 Energy 3.85
9.75 Rural Electrification Corporation Nov 11 2021 Financial Services 3.84
11.5 Bank of India Financial Services 3.78
9.3 Tata Sons Ltd. Jun 19 2024 Financial Services 3.77
11 Dewan Housing Finance Corporation Ltd. Sep 12 2019 Financial Services 3.76
AUM Movement
Asset Allocation