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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Debt Long Term
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -0.1 | - |
| 3 mth | 5.4 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 84 Debt Long Term Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 1.1 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Debt Long Term)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -0.1 | 5.4 | -- | -- | -- | -- | -- |
| Category avg | -0.1 | 4.0 | 6.8 | 11.4 | 8.8 | 6.9 | 4.5 |
| Difference of Fund returns and Category returns | 0.0 | 1.4 | -- | -- | -- | -- | -- |
| Best of category | 1.8 | 6.2 | 10.0 | 15.5 | 13.3 | 11.8 | 12.2 |
| Worst of category | -0.9 | 1.7 | 3.6 | 7.8 | 7.3 | 0.7 | -9.0 |
Investment Objective
The investment objective of this Scheme would be to earn regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor. A secondary objective is to attempt to keep the value of its units reasonable stable.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | CRISIL Composite Bond Fund |
| Asset Size (Rs cr) | 1.19 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Dwijendra Srivatsava ~ Sandeep Agarwal View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 1 year from the date of allotment. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Debt Long Term | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Reliance Dynamic Bond (G) | Rank 2 |
4,008.07 | 5.4 | 8.8 | 14.5 | 10.5 | 7.2 |
| Kotak Bond (Deposit) (G) | Not Ranked |
455.94 | 5.3 | 8.1 | 13.5 | 9.6 | 10.6 |
| Kotak Bond - Plan A (G) | Rank 3 |
4,571.33 | 5.3 | 8.1 | 13.4 | 9.6 | 10.6 |
| SBI Dynamic Bond Fund (G) | Rank 1 |
5,238.04 | 5.2 | 9.1 | 14.8 | 11.8 | 7.5 |
| Birla SL Income Plus -B RP (G) | Rank 2 |
2,818.16 | 6.0 | 9.9 | 15.5 | 9.9 | 10.2 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| 8.20% CGL 24/09/2025 | GSEC | 56.06 | 18.02 |
| LIC HOUSING FINANCE | CRISIL AAA | 35.65 | 11.46 |
| 7.16% CGL 20/05/2023 | GSEC | 26.13 | 8.40 |
| 8.33% CGL 09/07/2026 | GSEC | 23.55 | 7.57 |
| Tata Motors Finance Ltd | CRISIL AA- | 17.95 | 5.77 |
| 7.28% CGL 03/06/2019 | GSEC | 17.55 | 5.64 |
| Housing Development Fin Corp Ltd | CRISIL AAA | 13.16 | 4.23 |
| 8.62% MAHARASTRA - 06/03/2023 | GSEC | 10.70 | 3.44 |
| 8.15% CGL 11/06/2022 | GSEC | 9.15 | 2.94 |
| POWER FINANCE CORPORATION | CRISIL AAA | 9.12 | 2.93 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 95.36 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 4.62 |
| Holdings | (%) |
|---|---|
| Top 5 | 51.22 |
| Top 10 | 70.40 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Oct 25, 2011
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Oct 25, 2011
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