Sundaram Monthly Income Plan Moderate Plan-Growth

Fund Card

Value Research Rating

Unrated

Our Opinion

₹21.0774

As on 09-Sep-2016

Returns

Calculate SIP Returns of Sundaram Monthly Income Plan Moderate Plan-Growth

Upfront Investment

Monthly SIP Amount

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Risk

This fund has risk.

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Moderate

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Portfolio of Sundaram Monthly Income Plan Moderate Plan-Growth

Asset Allocation

Market Cap Weightage

Portfolio Breakdown

Peer Comparison

Fund name	Risk		Base Expense Ratio (%)
HDFC Balanced Advantage Fund - Regular Plan Invest Online	Very High	loading...	1.09
ICICI Prudential Multi Asset Fund Invest Now	Very High	loading...	1.06
SBI Equity Hybrid Fund Invest Online	Very High	loading...	1.12
ICICI Prudential Balanced Advantage Fund Invest Now	Very High	loading...	1.15
Kotak Arbitrage Fund - Regular Plan Invest Online	Low	loading...	0.86

Detailed Comparison

Other details of Sundaram Monthly Income Plan Moderate Plan-Growth

Assets

Exit Load (Days)

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

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About Sundaram Monthly Income Plan Moderate Plan-Growth

Sundaram Monthly Income Plan Moderate Plan-Growth is a hybrid mutual fund scheme of Sundaram Mutual Fund. Launched on January 19, 2004, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹17 Cr.

The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Latest news on Sundaram Monthly Income Plan Moderate Plan-Growth

Niche Offerings

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Repositioning of Sundaram BNP Paribas MIP

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Gateway To Growth

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A Disciplined Family

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FAQ for Sundaram Monthly Income Plan Moderate Plan-Growth

How to Invest in Sundaram Monthly Income Plan Moderate Plan-Growth?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Monthly Income Plan Moderate Plan-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Monthly Income Plan Moderate Plan-Growth can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.