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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹17 Cr

Lock In Period

N/A

Expense Ratio

2.67

Benchmark

Crisil MIP Blended Index

Exit Load

1% if redeemed within 9 months.

Summary

Latest details for Sundaram Monthly Income Plan - Moderate Plan Growth include a ₹ NAV as of Apr 25,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Monthly Income Plan - Moderate Plan Growth AUM is ₹17 Cr, with a lock-in of N/A years, expense ratio of 2.67%, and benchmark Crisil MIP Blended Index. Exit load is - 1% if redeemed within 9 months.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.66% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.66297.26
6M0.000.86315.31
1Y0.003.85339.02
3Y0.0011.6355.84

Portfolio Analysis

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About Fund

Sundaram Monthly Income Plan - Moderate Plan Growth managed by Sundaram Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹17 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 2.67. Under the expert guidance of Dwijendra Srivastava ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

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FAQs

Sundaram Monthly Income Plan - Moderate Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Monthly Income Plan - Moderate Plan Growth is 2.67. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Monthly Income Plan - Moderate Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Sundaram Monthly Income Plan - Moderate Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram Monthly Income Plan - Moderate Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Monthly Income Plan - Moderate Plan Growth is ₹17 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Monthly Income Plan - Moderate Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500