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 MF

Sundaram Monthly Income Plan - Moderate Plan - Appreciation

hybridHybrid - Conservative Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 09 Sep 2016₹21.08-0.14%
AUM₹17 Cr
Expense Ratio2.67%
CAGR—
Exit Load1% on or before 9M,Nil after 9M
Min SIP₹250
Launched2004

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%
Asset Allocation
Domestic Equity18.0%
Debt78.1%
Cash & Equivalents3.9%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
2.67%
₹250
₹5,000
1% on or before 9M,Nil after 9M
Nil
Inception12 Jan 2004
AMCSundaram MF
Top Holdings
1Talwandi Sabo Power Ltd - 9.7 - 18/09/2017**17.46%
2Power Finance Corporation Ltd - 8.53 - 24/07/2020**12.67%
38.39% Rajasthan State Development Loan 15/03/201911.97%
4Cholamandalam Investment and Finance Company Ltd - 9.5228 - 15/03/2017**11.78%
5Tata Capital Financial Services Ltd - 8.99 - 23/06/2017**11.75%
6Bank of India - 11.5 - 22/06/2021**5.99%
7Bajaj Finance Ltd - 9.9 - 25/04/2017**4.72%
8Cash and Other Net Current Assets3.22%
9Reliance Industries LtdPetroleum Products3.10%
10Hindustan Unilever LtdConsumer Non Durables2.95%
Sector Allocation
Other82.0%
Banks4.1%
Petroleum Products3.1%
Consumer Non Durables2.9%
Auto2.9%
Construction Project2.7%
Software2.2%
On This Page
NAV growthAsset allocationTop holdings
Similar Funds
360 ONE Multi Asset Allocation Fund - Growth - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - IDCW - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - IDCW Payout - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - Regular Plan - Growth360 ONE+16.93%360 ONE Multi Asset Allocation Fund - Regular Plan - IDCW360 ONE+16.93%
Compare With

360 ONE Multi Asset Allocation Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.14%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.67%
1% on or before 9M,Nil after 9M
Nil
₹250
₹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