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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Debt Short Term
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.5 | 8 |
| 3 mth | 2.4 | 70 |
| 6 mth | 4.3 | 73 |
| 1 year | 8.7 | 72 |
| 2 year | 8.8 | 68 |
| 3 year | 7.8 | 61 |
| 5 year | 7.5 | 32 |
# Moneycontrol Rank within 82 Debt Short Term Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 1.8 | - | - | - | - |
| 2012 | 1.9 | 2.4 | 2.2 | 1.7 | 8.8 |
| 2011 | 1.8 | 2.0 | 2.2 | 2.0 | 8.4 |
| 2010 | 1.1 | 1.2 | 0.8 | 1.1 | 4.4 |
| 2009 | 1.9 | 1.5 | 1.5 | -0.2 | 6.6 |
| 2008 | 2.0 | 2.0 | 2.1 | 2.2 | 8.6 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Debt Short Term)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.5 | 2.4 | 4.3 | 8.7 | 8.8 | 7.8 | 7.5 |
| Category avg | 0.3 | 2.7 | 4.8 | 9.5 | 9.0 | 7.1 | 3.7 |
| Difference of Fund returns and Category returns | 0.2 | -0.3 | -0.5 | -0.8 | -0.2 | 0.7 | 3.8 |
| Best of category | 1.8 | 4.6 | 7.0 | 12.5 | 11.5 | 10.3 | 10.0 |
| Worst of category | -2.3 | -0.4 | -2.3 | -2.8 | -1.3 | -1.4 | -0.4 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| 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 (Oct-01-2005) |
| 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. |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 Short Term | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Birla SL Dynamic Bond -RP (G) | Rank 3 |
14,567.05 | 4.0 | 6.5 | 12.0 | 9.5 | 9.7 |
| Templeton (I) ST Income (G) | Rank 5 |
5,197.92 | 3.4 | 5.8 | 11.2 | 9.0 | 9.6 |
| Templeton (I) STIF - Inst. (G) | Not Ranked |
490.67 | 3.5 | 6.0 | 11.5 | 9.2 | 9.8 |
| Birla SL Short Term Fund (DAP) | Not Ranked |
0.02 | 2.9 | 5.2 | 10.7 | 8.9 | -- |
| Birla SL Short Term Fund (G) | Rank 1 |
2,994.48 | 2.9 | 5.2 | 10.7 | 8.9 | 8.4 |
| * Returns over 1 year are Annualised | More » | ||||||
| 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 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 99.73 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.28 |
| Holdings | (%) |
|---|---|
| Top 5 | 53.02 |
| Top 10 | 86.63 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
No exit load under Sundaram Flexible Fund Short Term Fund
Sundaram Mutual Fund revises exit load under Sundaram Mutual Fund
Apr 15, 2013 at 15:32 | Source: Moneycontrol.com
Income funds' AUM doubles, average maturity at 3 year high
As per Crisil Research analysis, Investor interest in long-term income funds surged during the quart ...
Jan 28, 2013 at 18:00 | Source: Moneycontrol.com
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
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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