e.g. Tata motors, Reliance MF, 500570

Sundaram Monthly Income Plan - Moderate Plan - Bonus

Hybrid Debt Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹17.12 Crores

1Y Returns

No Data Available%

 
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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

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.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

January 19, 2004

Fund Manager

Mr. Dwijendra Srivastava

Initial Price

10

AUM Fund

17.12 Cr

Min investment

Rs 5000

Expense Ratio

2.67%

SIP Minimum Investment

Weekly - Rs 1000/-Monthly - Rs 250/- Quarterly - Rs 750/-

Exit Load

1% if redeemed within 9 months.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
11.83% -5.34% ₹65.22
11.63% 51.17% ₹20767.94
11.63% 51.17% ₹20767.94
11.63% 51.17% ₹20767.94
11.63% 51.16% ₹20767.94

Holdings

Talwandi Sabo Power Ltd - 9.7 - 18/09/2017 17.46%
Power Finance Corporation Ltd - 8.53 - 24/07/2020 12.67%
8.39% Rajasthan State Development Loan 15/03/2019 11.97%
Cholamandalam Investment and Finance Company Ltd - 9.5228 - 15/03/2017 11.78%
Tata Capital Financial Services Ltd - 8.99 - 23/06/2017 11.75%
Bank of India - 11.5 - 22/06/2021 5.99%
Bajaj Finance Ltd - 9.9 - 25/04/2017 4.72%
Cash & Other Net Current Assets 3.22%
Wipro Ltd 2.23%
Sundaram BNP Paribas Home Finance Ltd - 10 - 03/02/2017 1.77%
CBLO 0.70%

Sector Allocation

Miscellaneous 5.75%
Personal Care 2.95%
Auto 2.94%
Banks 4.11%
Information Technology 2.23%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
January 19, 2004
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Monthly Income Plan - Moderate Plan - Bonus?

A: The latest NAV of Sundaram Monthly Income Plan - Moderate Plan - Bonus is ₹ .

Q: What type of mutual fund is Sundaram Monthly Income Plan - Moderate Plan - Bonus?

A: Sundaram Monthly Income Plan - Moderate Plan - Bonus is a 'Hybrid - Debt-oriented Conservative' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.

Q: What is the expense ratio of Sundaram Monthly Income Plan - Moderate Plan - Bonus?

A: The expense ratio of Sundaram Monthly Income Plan - Moderate Plan - Bonus is 2.67%, which impacts overall returns.

Q: Who manages Sundaram Monthly Income Plan - Moderate Plan - Bonus?

A: Sundaram Monthly Income Plan - Moderate Plan - Bonus is managed by Mr. Dwijendra Srivastava, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Monthly Income Plan - Moderate Plan - Bonus a good investment?

A: Sundaram Monthly Income Plan - Moderate Plan - Bonus may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Sundaram Monthly Income Plan - Moderate Plan - Bonus?

A: The exit load of Sundaram Monthly Income Plan - Moderate Plan - Bonus is 1% if redeemed within 9 months., applicable if redeemed within the specified period.

Q: How is Sundaram Monthly Income Plan - Moderate Plan - Bonus taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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