|Fund Type||Open Ended|
|Benchmark||CRISIL MIP Blended|
|Asset Size(Cr)||135.57 (|
|Fund Manager||Portfolio Manager (Tenure)|
|Notes||Note- Earlier called Sundaram Monthly Income Plan, name change w.e.f. 25-01-2010|
|Min SIP Investment||250|
|Min Addl Investment||500|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Sundaram Monthly Income Plan Moderate Plan (MD)||6.94 %||7.08 %||6.44 %|
|Aditya Birla Sun Life MIP II Wealth 25 (G)||6.74%||8.92%||12.99%|
|ICICI Prudential MIP 25 (G)||8.24%||8.4%||11.41%|
|HDFC MIP - LTP (G)||5.07%||7.38%||10.28%|
|Kotak Monthly Income Plan (G)||6.25%||8.04%||10%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
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