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Sundaram Bond Saver - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
39.688 0.03 (0.08%)

NAV as on 26 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Debt Long Term
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 26 Dec, 2014)

Period Returns (%) Rank #
1 mth 1.3 92
3 mth 5.1 76
6 mth 7.3 78
1 year 14.0 63
2 year 8.7 68
3 year - -
5 year - -

# Moneycontrol Rank within 152 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.2 4.0 1.6 - -
2013 1.1 4.3 -3.3 1.6 4.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.3 5.1 7.3 14.0 8.7 -- --
Category avg 1.3 4.6 6.6 11.6 7.2 3.9 3.0
Difference of Fund returns and Category returns 0.0 0.5 0.7 2.4 1.5 -- --
Best of category 2.2 7.0 9.8 18.7 14.0 12.6 9.9
Worst of category -1.3 0.1 1.6 6.0 5.2 7.3 2.9

Investment Info

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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 10.78 (Sep-30-2014)
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

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 year from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Debt Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Dynamic Bond Fund - Direct (G) Not Ranked
418.30 5.8 7.8 13.0 -- --
SBI Dynamic Bond Fund (G) Rank 5
2,605.87 5.7 7.5 12.3 8.9 9.2
SBI Magnum Income Fund (G) Rank 5
2,382.75 5.1 7.0 12.0 9.3 8.3
SBI Magnum Income Fund - Direct (G) Not Ranked
295.89 5.2 7.2 12.3 -- --
Reliance Dynamic Bond (G) Rank 1
2,891.16 6.1 8.4 15.1 10.4 9.1
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Nov 28, 14)

Equity 0.00
Others 0.00
Debt 102.85
Mutual Funds N.A
Money Market 0.00
Cash / Call -2.83

View All

Concentration

Holdings (%)
Top 5 63.08
Top 10 81.81
Sector (%)
Top 3 N.A.

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