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Sundaram Ultra Short Term Fund- Super Institutional Plan (WD)

PLAN: Super Institutional Plan OPTIONS: Weekly Dividend
11.379 0 (0.02%)

NAV as on 21 Nov, 2014

CRISIL MF RANK

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

Average performance in the category

The scheme is ranked 3 in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2014) rank unchanged from 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 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 0.8 109
3 mth 2.2 140
6 mth 4.3 134
1 year 9.2 124
2 year 9.5 14
3 year 9.7 11
5 year 8.7 12

# Moneycontrol Rank within 205 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 0.4 0.2 0.3 - -
2013 0.3 0.4 0.7 0.4 2.2
2012 0.3 0.3 0.3 0.3 1.5
2011 - 0.4 0.2 0.3 1.2
2010 0.1 0.3 0.4 0.3 1.1
2009 - 0.4 0.4 -0.2 1.1

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 0.8 2.2 4.3 9.2 9.5 9.7 8.7
Category avg 0.8 2.4 4.5 8.9 5.2 5.1 4.1
Difference of Fund returns and Category returns 0.0 -0.2 -0.2 0.3 4.3 4.6 4.6
Best of category 2.0 5.0 7.8 13.3 10.8 10.5 9.2
Worst of category 0.5 0.4 3.5 0.2 0.2 -5.0 -0.8
Sundaram Ultra Short Term Fund- Super Institutional Plan (WD) 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) 578.53 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.01 (Jun-02-2011)
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 (%)
Reliance Money Mgr -Direct (G) Not Ranked
3,794.66 2.3 4.6 9.6 -- --
ICICI Pru Flexi Income (G) Rank 1
6,386.59 2.4 4.6 9.7 9.6 8.6
Reliance Money Mgr - IP (G) Rank 1
6,314.54 2.2 4.3 9.2 9.4 8.5
ICICI Pru Flexi Income -Direct (G) Not Ranked
4,651.81 2.4 4.7 9.8 -- --
ICICI Pru Flexi Inc -Retail (G) Not Ranked
104.21 2.2 4.2 8.7 8.7 7.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments / CP 570.45 33.27
Money Market Instruments / CD 367.37 21.43
Axis Bank Ltd CRISIL A1+ 197.37 11.51
CHAMBAL FERTILISERS AND CHEMICALS LIMITED CRISIL A1+ 173.62 10.13
91TB29012015 Sovereign 147.00 8.57
Money Market Instruments / Treasury Bill 147.00 8.57
SREI EQUIPMENT FINANCE PVT LTD CRISIL A1+ 98.79 5.76
VODAFONE INDIA LIMITED CRISIL A1+ 96.08 5.60
STCI FINANCE LTD CRISIL A1+ 54.80 3.20
RHC HOLDINGS CRISIL A1+ 49.19 2.87

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Oct 31, 14)

Equity 0.00
Others 0.00
Debt 35.02
Mutual Funds N.A
Money Market 64.10
Cash / Call 0.85

View All

Concentration

Holdings (%)
Top 5 84.91
Top 10 110.91
Sector (%)
Top 3 N.A.

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