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Sundaram Select Debt - Short Term Asset Plan (HD) SET SMS ALERT

12.928
0 (0.02%)
NAV as on Jul-28-2014

Fund Family Sundaram Mutual Fund

Fund Class Debt Short Term

ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Debt Short Term category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jul-28-2014)

Period Returns (%) Rank #
1 mth 0.5 42
3 mth 2.3 78
6 mth 4.7 81
1 year 10.0 67
2 year 9.8 4
3 year 9.7 5
5 year 8.5 5

# Moneycontrol Rank within 129 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.2 2.4 - - -
2013 2.6 -18.5 1.1 2.3 -13.2
2012 2.3 2.7 2.5 2.5 10.7
2011 3.8 2.1 3.1 1.8 12.0
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 0.5 2.3 4.7 10.0 9.8 9.7 8.5
Category avg 0.5 2.3 4.5 8.6 4.3 4.2 2.8
Difference of Fund returns and Category returns 0.0 0.0 0.2 1.4 5.5 5.5 5.7
Best of category 0.7 3.0 5.9 11.8 10.1 10.3 9.2
Worst of category 0.3 1.8 3.8 8.1 7.3 7.4 3.9
Sundaram Select Debt - Short Term Asset Plan (HD) Review by Crisil - Rating: 4 (Rank 2 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) 116.89 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.35 (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 -RP (G) Rank 3
7,790.72 2.7 5.6 10.4 9.2 8.2
Birla SL Short Term - Direct (G) Not Ranked
3,332.13 2.5 5.3 11.0 -- --
HDFC Medium Term Opport. (G) Rank 3
1,721.10 2.5 5.5 11.3 9.3 --
HDFC Short Term Plan (G) Rank 5
1,820.36 2.5 5.3 10.8 8.9 7.8
ICICI Pru Short Term Plan (G) Rank 5
2,309.83 2.8 5.6 10.6 9.0 7.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments / CD 98.62 13.84
Shriram Transport Finance Company CARE AA+ 50.02 7.02
National Housing Bank CARE AAA 41.76 5.86
Tata Motors Finance Ltd CRISIL AA 38.12 5.35
POWER FINANCE CORPORATION CRISIL AAA 21.23 2.98
Rural Electrification Corporation CRISIL AAA 20.95 2.94
IDFC LTD [ICRA]AAA 20.88 2.93
Canara Bank CRISIL A1+ 20.66 2.90
Dena Bank CRISIL A1+ 19.67 2.76
Corporation Bank CRISIL A1+ 19.67 2.76

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 0.00
Others 0.00
Debt 24.63
Mutual Funds N.A
Money Market 70.35
Cash / Call 5.05

View All

Concentration

Holdings (%)
Top 5 35.05
Top 10 49.34
Sector (%)
Top 3 N.A.

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