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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Gilt Long Term
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.6 | - |
| 3 mth | 5.2 | - |
| 6 mth | 8.8 | - |
| 1 year | 17.2 | - |
| 2 year | 9.7 | - |
| 3 year | 7.3 | - |
| 5 year | 5.6 | - |
# Moneycontrol Rank within 57 Gilt Long Term Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 3.5 | - | - | - | - |
| 2012 | 0.9 | 3.1 | 3.4 | 3.1 | 11.1 |
| 2011 | 0.8 | 1.1 | - | - | 1.7 |
| 2010 | 0.1 | 1.2 | 0.7 | 0.4 | 2.2 |
| 2009 | 0.4 | 0.8 | 0.5 | -0.2 | 3.2 |
| 2008 | 1.1 | 0.9 | 1.4 | 0.4 | 4.0 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Gilt Long Term)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 2.6 | 5.2 | 8.8 | 17.2 | 9.7 | 7.3 | 5.6 |
| Category avg | 2.9 | 4.5 | 8.2 | 12.0 | 9.0 | 6.7 | 5.7 |
| Difference of Fund returns and Category returns | -0.3 | 0.7 | 0.6 | 5.2 | 0.7 | 0.6 | -0.1 |
| Best of category | 4.5 | 7.1 | 12.9 | 18.9 | 15.0 | 11.3 | 13.2 |
| Worst of category | 0.4 | 1.4 | 2.4 | 5.8 | 5.8 | 5.0 | 3.8 |
Investment Objective
The objective of the scheme is to generate current income at a level consistent with capital preservation, through investments in securities issued by central and state governments, and securities guaranteed by the central government.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | May 02, 2001 |
| Benchmark | I-Sec Mi- BEX |
| Asset Size (Rs cr) | 0.05 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.0.18 (Jul-20-2007) |
| Bonus | N.A. |
| Fund Manager | Dwijendra Srivatsava View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.25% |
| Load Comments | Exit load of 0.25% if redeemed within 30 days 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 |
| Gilt Long Term | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DWS Gilt Fund - RP (G) | Rank 3 |
1,066.07 | 7.1 | 11.3 | 16.3 | 8.9 | -- |
| Kotak Gilt Invt - Regular (G) | Rank 3 |
736.89 | 6.1 | 11.3 | 17.4 | 10.4 | 11.1 |
| ICICI Pru Gilt Inv Plan - PF (G) | Rank 4 |
502.03 | 6.7 | 11.7 | 16.6 | 9.2 | 13.2 |
| Birla Sun Life GSec - LTF (G) | Rank 2 |
457.18 | 6.6 | 12.3 | 17.7 | 10.3 | 13.1 |
| ICICI Pru Gilt (IP) (G) | Rank 3 |
390.85 | 6.0 | 11.3 | 16.2 | 10.0 | 11.7 |
| * Returns over 1 year are Annualised | More » | ||||||
| Money Market | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Cash, Call & Net Current Assets | 0.03 | 2.39 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 100.00 |
| Holdings | (%) |
|---|---|
| Top 5 | 2.39 |
| Top 10 | 2.39 |
| 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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