Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Debt Long Term > Sundaram Mutual Fund > Sundaram Bond Saver (AD)

Sundaram Bond Saver (AD)

PLAN: Regular OPTIONS: Annual Dividend
12.176 0 (0.00%)

NAV as on 22 Sep, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Debt Long Term
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) 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 22 Sep, 2017)

Period Returns (%) Rank #
1 mth 0.2 34
3 mth 1.5 23
6 mth 4.9 45
1 year 7.6 54
2 year 7.4 91
3 year 8.5 90
5 year 2.5 55

# Moneycontrol Rank within 145 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -4.6 2.6 - - -
2016 -2.1 1.5 4.7 1.2 6.1
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

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 0.2 1.5 -0.2 2.3 7.4 8.5 2.5
Category avg -- 0.7 4.3 6.7 8.0 8.3 7.2
Difference of Fund returns and Category returns 0.2 0.8 -4.5 -4.4 -0.6 0.2 -4.7
Best of category 2.1 5.3 8.2 12.8 12.2 12.7 11.9
Worst of category -0.7 -0.9 1.8 -4.3 1.0 3.5 4.6

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) 120.65 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.43 (Mar-27-2017)
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 (%)
ICICI Pru Income Opp.-IP (G) Not Ranked
344.92 1.4 4.9 7.4 10.3 9.3
ICICI Pru Income Opp.-RP (G) Not Ranked
1,944.62 1.4 4.9 7.4 10.3 9.3
ICICI Pru Income Opp. - Direct (G) Rank 4
1,991.75 1.5 5.2 8.1 10.7 --
IDFC Dynamic Bond-Regular Plan (G) Rank 2
2,593.62 0.3 4.0 8.9 10.7 9.6
IDFC Dynamic Bond - Direct (G) Rank 2
1,690.69 0.5 4.4 9.8 11.7 --
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Aug 31, 17)

Equity 0.00
Others 0.00
Debt 87.60
Mutual Funds N.A
Money Market 9.95
Cash / Call 2.44

View All

Concentration

Holdings (%)
Top 5 33.22
Top 10 53.97
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Sections
Follow us on
Available On