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

11.639
0 (0.01%)
NAV as on Aug-28-2014
NAV as on Aug-28-2014
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Ultra Short Term Debt 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 Aug-28-2014)

Period Returns (%) Rank #
1 mth 0.6 142
3 mth 2.0 120
6 mth 4.5 114
1 year 9.9 111
2 year 9.5 7
3 year 9.7 7
5 year 8.5 8

# Moneycontrol Rank within 208 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.3 2.2 - - -
2013 2.1 -8.5 2.4 2.4 -1.7
2012 - - - 2.0 2.0

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 0.6 2.0 4.5 9.9 9.5 9.7 8.5
Category avg 0.6 2.0 4.2 9.0 5.0 5.0 3.8
Difference of Fund returns and Category returns 0.0 0.0 0.3 0.9 4.5 4.7 4.7
Best of category 0.8 2.5 6.4 12.0 9.9 10.1 8.9
Worst of category 0.1 -0.3 0.1 1.1 6.5 -5.1 -1.0
Sundaram Ultra Short Term Fund- Super Institutional Plan (QD) Review by Crisil - Rating: 3 (Rank 3 out of 5)

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) 585.27 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
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 Inc -Retail (G) Not Ranked
120.76 1.9 4.3 9.3 8.7 7.6
Reliance Money Mgr - IP (G) Rank 1
5,330.04 2.1 4.5 10.0 9.4 8.3
Reliance Money Mgr-RP (G) Not Ranked
335.33 2.0 4.4 9.6 9.0 7.9
Reliance Money Mgr -Direct (G) Not Ranked
2,935.39 2.2 4.7 10.4 -- --
ICICI Pru Flexi Income -Direct (G) Not Ranked
4,027.69 2.2 4.7 10.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments / CP 674.43 33.78
Money Market Instruments / CD 670.23 33.57
Money Market Instruments / Treasury Bill 210.77 10.56
Canara Bank CRISIL A1+ 204.67 10.25
Canara Bank CRISIL A1+ 158.98 7.96
NABARD CRISIL A1+ 143.43 7.18
91TB23102014 Sovereign 137.32 6.88
GUJARAT NARMADA VALLEY FERTILIZERS CRISIL A1+ 99.04 4.96
Canara Bank CRISIL A1+ 94.91 4.75
VODAFONE INDIA LIMITED CRISIL A1+ 93.78 4.70

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jul 31, 14)

Equity 0.00
Others 0.00
Debt 11.93
Mutual Funds N.A
Money Market 77.90
Cash / Call 10.19

View All

Concentration

Holdings (%)
Top 5 96.12
Top 10 124.59
Sector (%)
Top 3 N.A.

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