Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option
A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 19 Mar 2013.
Vs 500 other funds in Income
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Bonus
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 119653
- First price on record
- 19 Mar 2013 · 164 daily prices
About Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option
Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option is a Income offered by Sundaram Mutual Fund under the Direct plan with the Bonus option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option is ₹17.5532 (as of 22 Nov 2013). Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 2.0% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 1.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option?+
The latest NAV of Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option is ₹17.5532 as of 22 Nov 2013, up 0.03% from the previous day. NAV is updated once a business day after the market close.
What category does Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option belong to?+
Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.
How risky is Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option?+
Based on its 3-year annualised volatility of 2.0%, Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option a direct plan?+
Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option is a Direct plan (no distributor commission — lower expense ratio) with the Bonus option.
How old is Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option?+
Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option has NAV history available from 19 Mar 2013 — approximately 14 years of track record and 164 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.