Sundaram Monthly Income Plan Moderate Plan (G)

Sundaram Monthly Income Plan Moderate Plan (G) is a scheme launched by Sundaram Mutual Fund on December 30, 2003, and falls under the Balanced Hybrid fund category. It currently manages an AUM of Rs 135.57 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 2.35))% for managing the portfolio.

• Investing Strategy:

  To generate regular income through investments 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.

• Performance:

  Sundaram Monthly Income Plan Moderate Plan (G) trailing returns over different times are NA% (1 year), NA% (3 year) and NA% (5 year). The average annual return of this fund stands at NA%.