CLOSED
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 MFDirect

Sundaram Monthly Income Plan - Moderate Plan - Appreciation - Direct Plan

hybridHybrid - Conservative Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 09 Sep 2016₹21.76-0.14%
AUM₹17 Crfrom this fund's primary plan
Expense Ratio1.75%
CAGR—
Exit Load1% on or before 9M,Nil after 9M
Min SIP₹250from this fund's primary plan
Launched2013

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 Mandate

Debt80%–100%
Equity0%–20%
MMI80%–100%
Others80%–100%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
1.75%
₹250from this fund's primary plan
₹5,000
1% on or before 9M,Nil after 9M
Nil
Inception11 Jan 2013
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram Monthly Income Plan - Moderate Plan - Appreciation - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.14%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.75%
1% on or before 9M,Nil after 9M
Nil
₹250from this fund's primary plan
₹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