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Sundaram Bond Saver - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
40.826 0.04 (0.11%)

NAV as on 26 Mar, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Debt Long Term
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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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View Historic Graph From     To     

Returns (NAV as on 26 Mar, 2015)

Period Returns (%) Rank #
1 mth -0.3 107
3 mth 2.6 83
6 mth 8.1 78
1 year 14.4 68
2 year 9.6 45
3 year - -
5 year - -

# Moneycontrol Rank within 154 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.2 4.0 1.6 5.7 -
2013 1.1 4.3 -3.3 1.6 4.2

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 2.6 8.1 14.4 9.6 -- --
Category avg -0.1 2.4 7.1 12.4 7.7 7.2 5.4
Difference of Fund returns and Category returns -0.2 0.2 1.0 2.0 1.9 -- --
Best of category 2.1 3.4 10.7 20.1 14.9 13.0 10.7
Worst of category -1.4 -1.8 -1.4 1.2 3.7 7.2 3.0

Investment Info

Investment Objective

The investment objective of this Scheme would be to earn regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor. A secondary objective is to attempt to keep the value of its units reasonable stable.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 11.32 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
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 - Plan A (G) Not Ranked
265.41 2.8 10.0 15.3 10.4 9.4
IDFC Dynamic Bond-Regular Plan (G) Rank 2
2,041.48 2.9 10.2 15.7 10.8 9.8
IDFC Dynamic Bond - Direct (G) Not Ranked
967.12 3.1 10.7 16.8 -- --
Kotak Bond - Plan A - Direct Plan (G) Not Ranked
470.33 2.4 8.9 16.1 -- --
Kotak Bond (Deposit Plan) (G) Not Ranked
74.34 2.2 8.4 15.2 9.4 8.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Debt Rating Value
(Rs cr)
Asset %
8.83% CGL 25/11/2023 Sovereign 31.93 15.85
8.24% CGL 10/11/2033 GOVT SECURITES Sovereign 27.33 13.57
8.24% CGL 15/02/2027 GOVT SECURITES Sovereign 20.71 10.28
8.17 % CGL 01/12/2044 Sovereign 15.84 7.86
8.28% CGL 21/09/2027 Sovereign 14.56 7.22
9.23% CGL 23/12/2043 Sovereign 11.68 5.80
9.20 % CGL 30/09/2030 Sovereign 11.26 5.59
8.05% GUJARAT SDL 25/02/2025 Sovereign 11.01 5.47
Export Import Bank of India CRISIL AAA 10.83 5.38
9.60% MAHARASHTRA SDL 14/08/2023 Sovereign 5.45 2.70

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 0.00
Others 0.00
Debt 97.02
Mutual Funds N.A
Money Market 0.45
Cash / Call 2.54

View All

Concentration

Holdings (%)
Top 5 54.78
Top 10 79.72
Sector (%)
Top 3 N.A.

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