|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 Regular Savings Fund (G)|| ||2.24%||9.24%||12.6%|
|ICICI Prudential Regular Savings Fund (G)|| ||5.17%||9.55%||11.5%|
|HDFC Hybrid Debt Fund (G)|| ||-1.73%||7.01%||9.89%|
|Kotak Debt Hybrid (G)|| ||1.06%||7.92%||9.49%|
|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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