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Sundaram Ultra Short Term Fund- Institutional Plan (MD) SET SMS ALERT

10.598
0 (0.02%)
NAV as on Apr-23-2014
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on Apr-23-2014)

Period Returns (%) Rank #
1 mth 0.7 99
3 mth 2.2 112
6 mth 4.4 124
1 year 9.2 72
2 year 9.3 31
3 year 9.3 40
5 year 7.8 37

# Moneycontrol Rank within 197 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 0.3 - - - -
2013 0.2 -0.2 0.7 -0.3 0.7
2012 -0.6 0.7 -0.2 0.1 0.2
2011 0.8 -0.1 -0.3 0.2 0.9
2010 - - 0.5 -0.4 -
2009 - 20.3 0.7 -0.2 21.4

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 0.7 2.2 4.4 9.2 9.3 9.3 7.8
Category avg 0.7 2.1 4.2 8.2 5.3 5.2 3.5
Difference of Fund returns and Category returns 0.0 0.1 0.2 1.0 4.0 4.1 4.3
Best of category 1.0 2.7 5.1 10.1 10.1 10.0 8.9
Worst of category 0.2 0.2 1.1 -0.3 -11.1 -5.2 -1.3

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) 15.52 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend Rs.0.09 (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 (%)
HDFC CMF-Treasury Advg (G) Rank 3
6,500.55 2.1 4.2 8.2 8.6 7.4
Reliance Money Mgr - IP (G) Rank 2
4,432.62 2.3 4.6 9.4 9.5 8.1
ICICI Pru Flexi Income (G) Rank 2
4,352.59 2.3 4.7 9.6 9.6 8.1
ICICI Pru Flexi Income -Direct (G) Not Ranked
4,535.16 2.4 4.8 9.7 -- --
HDFC Float Rate Inc-STP WP(G) Rank 3
3,298.64 2.3 4.7 9.2 9.4 8.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Debt Rating Value
(Rs cr)
Asset %
Redington CRISIL A1+ - 10.90
Religare Finvest CRISIL A1+ - 10.81
Reliance Capital CRISIL A1+ - 10.62
Oriental Bank of Commerce FD - 5.47
Canara Bank CRISIL A1+ - 5.44
Vijaya Bank CRISIL A1+ - 5.43
Andhra Bank IND A1+ - 5.34
Tamilnadu Mercantile Bank CRISIL A1+ - 4.35
South Indian Bank CARE A1+ - 3.70
Religare Securities CRISIL A1+ - 3.27

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 0.00
Others 0.00
Debt 84.43
Mutual Funds N.A
Money Market 0.00
Cash / Call 15.61

View All

Concentration

Holdings (%)
Top 5 43.24
Top 10 65.33
Sector (%)
Top 3 N.A.

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