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Sundaram Value Plus Fund - 3 year Plan (D) SET SMS ALERT

13.287
0 (0.01%)
NAV as on Dec-17-2008
NAV as on Dec-17-2008

Fund Family Sundaram Mutual Fund

Fund Class

Forms
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 Dec-17-2008)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 30 Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2008 -7.6 1.3 2.5 1.2 -2.8
2007 0.7 5.1 5.8 12.8 26.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average ()

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg 4.4 7.1 22.3 25.9 17.7 14.1 --
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 4.4 7.1 22.3 25.9 17.7 14.1 --
Worst of category 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Investment Info

Investment Objective

Sundaram Value Plus Fund - 3 year Plan is an open-ended debt scheme. The primary objective is to generate income with capital preservation by investing partly in fixed-income securities normally maturing in line with the time profile of the respective plan(s), and deploying a portion of the assets in equity/equity related instruments including derivatives and equity schemes of Sundaram Mutual, to generate better returns.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Nov 14, 2005
Benchmark N.A
Asset Size (Rs cr) 3.09 (Nov-30-2008)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Entry Load of 0.3% on ongoing basis (subscriptions during specific dates). Exit load on investments -1% for upto 12mths, 0.75% for >12mths & upto 24mths, 0.50% for >24mths & upto 36mths & 12 days.

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 www.sundarammutual.com

Peer Comparison

Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Sundaram Capex Oppor.- IP (G) Not Ranked
0.32 0.0 0.0 -- -- --
Mirae Ultra STBF - SIP (G) Not Ranked
257.04 0.0 0.0 -- -- --
Mirae Liquid Fund - SIP (G) Not Ranked
231.07 0.0 0.0 -- -- --
HSBC Income (IP)-Inst Plan (G) Not Ranked
2.70 0.0 0.0 -- -- --
Peerless Ultra Short Term -IP (G) Not Ranked
20.98 0.0 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 08)

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

Full Portfolio

Sector Allocation (Nov 28, 08)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 08)

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

View All

Sector (%)
Top 3 N.A.

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