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ranking by CRISIL

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This scheme is not ranked by CRISIL.
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Close Sundaram Floating Rate - Short Term Plan renamed as Sundaram Flexible Fund � Short Term Plan, with effect from March 20, 2009.

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Returns (NAV as on May-22-2013)

Period	Returns (%)	Rank #
1 mth	0.8	70
3 mth	2.4	72
6 mth	4.3	73
1 year	9.0	71
2 year	9.0	68
3 year	7.7	61
5 year	7.5	33

# Moneycontrol Rank within 82 Debt Short Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	0.2	-	-	-	-
2012	-0.7	0.8	-	-	0.4
2011	0.9	-	-0.6	0.3	0.8
2010	0.1	-0.1	0.4	-0.4	-0.2
2009	-0.1	-	-	-0.2	-
2008	0.1	0.6	0.2	-	0.4

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* Returns over 1 year are Annualised

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Performance

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

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	0.8	2.4	4.3	9.0	9.0	7.7	7.5
Category avg	1.2	3.1	5.1	10.0	9.3	7.0	3.8
Difference of Fund returns and Category returns	-0.4	-0.7	-0.8	-1.0	-0.3	0.7	3.7
Best of category	2.1	4.5	7.1	13.0	12.0	10.5	10.1
Worst of category	0.5	0.7	0.6	0.3	0.2	-0.5	0.1

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 Short Term Bond Fund
Asset Size (Rs cr)	23.01 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.0.04 (Jun-01-2011)
Bonus	N.A.
Fund Manager	Dwijendra Srivatsava / Siddharth Chaudhary View performance of schemes managed by the Fund Manager
Notes	Sundaram Floating Rate - Short Term Plan renamed as Sundaram Flexible Fund � Short Term Plan, with effect from March 20, 2009.

Load Details

Entry Load	N.A
Exit Load	0.00%
Load Comments	N.A.

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 Short Term	Crisil Rank	Assets (Rs.cr)
Debt Short Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Birla SL Dynamic Bond -RP (G)	Rank 3	14,567.05	4.5	7.1	12.6	9.5	9.8
SBI Short Term Debt - RP (G)	Rank 3	2,159.03	3.6	6.0	11.8	8.9	--
SBI Short Horizon Debt-STF -RP (G)	Not Ranked	64.89	3.6	6.0	11.7	8.7	8.1
Templeton (I) ST Income (G)	Rank 5	5,197.92	4.0	6.2	11.9	9.0	9.7
Templeton India Income Oppor. (G)	Rank 5	2,788.98	4.1	6.6	12.3	9.3	--
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
Allahabad Bank	[ICRA]A1+	90.03	14.34
ICICI Bank	[ICRA]A1+	67.62	10.77
IDBI Bank	CRISIL A1+	67.55	10.76
UCO Bank	CRISIL A1+	58.57	9.33
Dena Bank	CRISIL A1+	49.09	7.82
Punjab National Bank	CARE A1+	45.08	7.18
YES BANK LIMITED	[ICRA]A1+	45.01	7.17
Central Bank Of India	CARE A1+	44.95	7.16
Karnataka Bank	[ICRA]A1+	40.18	6.40
Karur Vysya Bank Ltd	CRISIL A1+	35.79	5.70