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Sundaram Select Debt - Short Term Asset Plan (AD)

PLAN: Regular OPTIONS: Annual Dividend
10.702 0.01 (0.08%)

NAV as on 18 Dec, 2014

CRISIL MF RANK

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 Short Term
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Mar 2014) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Returns (NAV as on 18 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.9 21
3 mth 3.2 23
6 mth 5.2 39
1 year 10.2 57
2 year 10.1 5
3 year 10.3 3
5 year 9.3 2

# Moneycontrol Rank within 125 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.2 2.4 -14.9 - -
2013 2.5 -23.0 1.1 2.3 -18.0
2012 2.3 2.7 2.5 2.5 10.7
2011 3.8 2.1 3.5 1.8 12.4
2010 0.5 0.7 0.8 1.2 3.3
2009 0.7 0.3 0.3 -0.2 1.8

View where it stands within its peers

* Returns over 1 year are Annualised

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 0.9 3.2 5.2 10.2 10.1 10.3 9.3
Category avg 0.7 2.8 4.8 8.9 7.1 4.5 3.0
Difference of Fund returns and Category returns 0.2 0.4 0.4 1.3 3.0 5.8 6.3
Best of category 2.4 6.0 8.2 14.8 10.7 10.5 9.5
Worst of category 0.5 1.7 3.7 7.7 7.4 7.6 4.5
Sundaram Select Debt - Short Term Asset Plan (AD) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

The objective of the Scheme is to earn regular income by investing primarily in fixed income securities maturing between 9 months to 15 months at every point of time.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Aug 30, 2002
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 110.61 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.53 (Mar-28-2008)
Bonus N.A.
Fund Manager Dwijendra Srivatsava
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.75%
Load Comments Exit Load 0.75% 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 Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Dynamic Bond -Direct (G) Not Ranked
1,493.59 6.0 8.2 14.8 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,172.94 5.9 8.0 14.4 10.5 9.3
Franklin (I) STIF - Inst. (G) Not Ranked
163.11 3.5 5.9 11.9 10.5 9.3
Birla SL Short Term Fund (DAP) Not Ranked
0.02 3.1 5.2 10.8 9.8 8.6
Birla SL Short Term - Direct (G) Not Ranked
3,768.25 3.1 5.2 10.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Debt Rating Value
(Rs cr)
Asset %
DEWAN HOUSING FINANCE CORP LTD. CARE AAA 100.62 15.93
HDFC Bank Ltd FD 69.55 11.01
Shriram Transport Finance Company CARE AA+ 50.86 8.05
8.83% GOVERNMENT SECURITIES 25/11/2023 Sovereign 48.08 7.61
Tata Motors Finance Ltd CRISIL AA 45.54 7.21
NORTH EASTERN ELECTRIC POWER CORP LTD [ICRA]AA- 30.57 4.84
8.40% GOVERNMENT SECURITIES 28/07/2024 Sovereign 24.99 3.96
LIC HOUSING FINANCE CRISIL AAA 20.40 3.23
Power Grid Corporation Ltd CRISIL AAA 20.04 3.17
Tata Motors Ltd CARE AA+ 19.98 3.16

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 0.00
Others 0.00
Debt 97.63
Mutual Funds 14.25
Money Market 0.91
Cash / Call -12.79

View All

Concentration

Holdings (%)
Top 5 49.81
Top 10 68.17
Sector (%)
Top 3 N.A.

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