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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MF

Sundaram Monthly Income Plan - Aggressive Plan - Bonus Option

hybridHybrid - Conservative Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 17 Dec 2012₹16.51
AUM₹19 Crfrom this fund's primary plan
Expense Ratio—
CAGR—
Exit Load2% on or before 12M,1.5% after 12M but on or before 18M,1% after 18M but on or before24M,Nil after 24M
Min SIP₹1,000
Launched2010

Investment Objective

The primary objective of the scheme is to generate regular income through investments in fixed income securities and the secondary objective is to generate long term capital appreciation by investing a portion of the scheme’s assets in equity and equity related instruments.

Fund Mandate

Debt, MMI, Cash70%–100%
Equity And Equity Releated0%–30%
Government Securities70%–100%
Asset Allocation
Domestic Equity19.9%
Debt26.2%
Cash & Equivalents53.5%
Other0.5%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
—
₹1,000
₹5,000
2% on or before 12M,1.5% after 12M but on or before 18M,1% after 18M but on or before24M,Nil after 24M
—
Inception08 Mar 2010
AMCSundaram MF
Top Holdings As of 31 Aug 2026 · disclosed on this fund's primary plan
1TREPSMiscellaneous52.25%
26.36% Central Government Securities 16/02/2031G-Sec20.96%
3BAJAJ HOUSING FINANCE LTD - 7.64% - 01/07/2030Finance5.22%
4Bharti Airtel Ltd.Telecom2.30%
5Reliance Industries Ltd.Crude Oil2.03%
6HDFC Bank Ltd.Bank1.87%
7State Bank Of IndiaBank1.34%
8Cash and Other Net Current Assets^Others1.24%
9ICICI Bank Ltd.Bank1.23%
10Infosys Ltd.IT1.02%
Sector Allocation
Miscellaneous52.2%
G-Sec21.0%
Bank6.0%
Finance5.2%
IT2.9%
Automobile & Ancillaries2.4%
Telecom2.3%
Crude Oil2.0%
Others1.7%
FMCG1.0%
Healthcare0.9%
Construction Materials0.8%
Capital Goods0.6%
Infrastructure0.5%
Chemicals0.4%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Monthly Income Plan - Aggressive Plan - Bonus Option.

Sundaram MF Latest News

Trailing Returns

No return data available for this fund.

Risk Metrics

Risk metrics are not available for this fund.

Fees
—
2% on or before 12M,1.5% after 12M but on or before 18M,1% after 18M but on or before24M,Nil after 24M
—
₹1,000
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme