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Sundaram Bond Saver (AD)

PLAN: Regular OPTIONS: Annual Dividend
11.332 0 (0.01%)

NAV as on 27 May, 2016

CRISIL MF RANK

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Debt Long Term
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Debt Long Term category by Crisil (for quarter ended Mar 2016) 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 27 May, 2016)

Period Returns (%) Rank #
1 mth 0.3 109
3 mth 3.9 35
6 mth 3.8 84
1 year 6.5 99
2 year 8.6 105
3 year 5.9 97
5 year 8.2 51

# Moneycontrol Rank within 136 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.1 - - - -
2015 2.6 -1.0 3.5 -0.3 5.2
2014 2.1 3.6 -4.6 5.4 6.5
2013 1.9 -14.0 -3.7 1.2 -14.2
2012 -2.5 2.5 3.3 2.2 5.9
2011 1.4 1.4 1.4 2.0 6.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.3 3.9 3.8 6.5 8.6 5.9 8.2
Category avg 0.4 3.1 3.8 6.6 8.7 6.1 6.5
Difference of Fund returns and Category returns -0.1 0.8 0.0 -0.1 -0.1 -0.2 1.7
Best of category 2.1 5.5 9.3 13.0 12.3 12.5 11.1
Worst of category -0.5 0.5 1.7 2.4 5.2 4.2 7.6
Sundaram Bond Saver (AD) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

Seek regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor. This shall be one of the fundamental objectives of the Scheme. A secondary objective is to attempt to keep the value of its units reasonably stable.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 214.31 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.0.26 (Mar-31-2010)
Bonus N.A.
Fund Manager Dwijendra Srivatsava / Sandeep Agarwal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 year from the date of allotment.

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

Debt Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
IDFC Dynamic Bond-Regular Plan (G) Rank 2
3,197.42 2.5 3.7 6.6 7.2 9.9
IDFC Dynamic Bond - Plan A (G) Not Ranked
240.79 2.5 3.5 6.3 6.8 9.5
IDFC Dynamic Bond - Direct (G) Not Ranked
2,192.87 2.8 4.2 7.6 8.2 --
Reliance Dynamic Bond - Direct (G) Not Ranked
1,916.14 4.1 4.7 8.0 7.8 --
Reliance Dynamic Bond (G) Rank 2
3,615.92 3.9 4.4 7.3 7.1 9.6
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 29, 16)

Equity 0.00
Others 0.00
Debt 85.52
Mutual Funds N.A
Money Market 0.00
Cash / Call 14.48

View All

Concentration

Holdings (%)
Top 5 66.43
Top 10 82.90
Sector (%)
Top 3 N.A.

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