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Sundaram Ultra Short Term Fund- Institutional Plan (FD)

PLAN: Institutional Plan OPTIONS: Fortnightly Dividend
10.570 0 (0.02%)

NAV as on 29 Aug, 2012

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Ultra Short Term Debt
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 29 Aug, 2012)

Period Returns (%) Rank #
1 mth 0.5 183
3 mth 2.0 179
6 mth 4.0 176
1 year 8.5 163
2 year 9.0 95
3 year 9.1 56
5 year 8.3 48

# Moneycontrol Rank within 205 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2012 -0.2 0.4 0.1 - 0.3
2011 0.4 - - 0.1 0.8
2010 0.1 0.1 0.3 - 0.4
2009 - - 0.4 -0.2 0.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

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

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.5 2.0 4.0 8.5 9.0 9.1 8.3
Category avg 0.7 2.3 4.4 8.8 7.9 5.1 4.2
Difference of Fund returns and Category returns -0.2 -0.3 -0.4 -0.3 1.1 4.0 4.1
Best of category 2.1 5.4 7.7 14.0 10.9 10.6 9.3
Worst of category 0.4 0.2 -0.1 7.2 0.2 -4.9 -0.7

Investment Info

Investment Objective

To provide a level of income consistent with liquidity through investments made primarily in money -market and debt securities. The scheme portfolio will have a maturity and duration profile that is more elongated has compared to a typical liquid fund.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Apr 05, 2007
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 205.16 (Sep-30-2012)
Minimum Investment Rs.5000
Last Dividend Rs.0.02 (Jun-01-2011)
Bonus N.A.
Fund Manager Dwijendra Srivatsava / Siddharth Chaudhary
View performance of schemes managed by the Fund Manager
Notes N.A

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

Ultra Short Term Debt Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Flexi Income -Direct (G) Not Ranked
4,651.81 2.3 4.5 9.6 -- --
Birla SL Saving Fund (DAP) Not Ranked
0.00 2.3 4.5 9.5 9.2 8.1
HDFC CMF-Treasury Advan. - WP (G) Not Ranked
366.47 2.2 4.3 9.1 9.2 8.4
Birla SL Saving - Direct (G) Not Ranked
3,385.73 2.4 4.6 9.8 -- --
Reliance Money Mgr-RP (G) Not Ranked
290.49 2.0 4.1 8.7 9.0 8.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 12)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Jul 31, 12)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jul 31, 12)

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

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Sector (%)
Top 3 N.A.

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