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Sundaram Flexible Fund - Flexible Income - Institutional (QD)

10.174 0 (0.03%)

NAV as on 25 Jul, 2005

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

View Top ranked funds in other categories

Close Sundaram Floating Rate - Long Term Plan renamed as Sundaram Flexible Fund – Flexible Income Plan, with effect from March 20, 2009.

No Data to display

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Returns (NAV as on 25 Jul, 2005)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year - -
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
2005 1.1 1.2 -0.7 - 1.6

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 -- -- -- -- -- -- --
Category avg 1.7 4.3 6.0 10.1 4.1 3.9 2.8
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 2.4 6.1 9.2 17.6 13.3 12.2 9.8
Worst of category -0.1 1.9 3.2 5.9 5.5 7.3 2.9

Investment Info

Investment Objective

To generate reasonable returns by creating a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate returns, and also fixed rate instruments, short-term bonds and money market instruments. This shall be done in concurrence with the objective of keeping the interest rate risk of the fund low.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Dec 24, 2004
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 1.92 (Aug-31-2006)
Minimum Investment Rs.5000
Last Dividend Rs.0.08 (Jul-15-2005)
Bonus N.A.
Fund Manager Dwijendra Srivatsava / Sandeep Agarwal
View performance of schemes managed by the Fund Manager
Notes Sundaram Floating Rate - Long Term Plan renamed as Sundaram Flexible Fund – Flexible Income Plan, with effect from March 20, 2009.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load of 1% if redeemed within 6 months 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 (%)
Reliance Dynamic Bond - Direct (G) Not Ranked
1,269.89 5.6 7.4 13.2 -- --
Reliance Dynamic Bond (G) Rank 1
2,891.16 5.5 7.0 12.5 10.7 8.7
Kotak Bond - Plan A - Direct (G) Not Ranked
172.37 5.7 7.8 13.4 -- --
Kotak Bond (Deposit) (G) Not Ranked
80.63 5.5 7.4 12.6 10.2 8.0
Kotak Bond - Plan A (G) Rank 3
2,867.56 5.5 7.4 12.7 10.2 8.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 07)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 31, 07)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 31, 07)

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

View All

Sector (%)
Top 3 N.A.

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