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

Sundaram Bond Saver (Bonus)

PLAN: Regular OPTIONS: Bonus
13.549 0.02 (0.14%)

NAV as on 30 Jun, 2015

CRISIL MF RANK

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Debt Long Term category by Crisil (for quarter ended Mar 2015) down from Rank 4 last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

View Historic Graph From     To     

Returns (NAV as on 30 Jun, 2015)

Period Returns (%) Rank #
1 mth -0.7 62
3 mth -1.0 93
6 mth 1.8 108
1 year 8.8 119
2 year 6.0 103
3 year 8.1 46
5 year 7.5 53

# Moneycontrol Rank within 152 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.6 - - - -
2014 2.1 3.6 1.3 5.4 -
2013 1.9 3.8 -3.7 1.2 3.5
2012 -33.8 2.5 3.3 2.2 -28.1
2011 1.4 1.4 1.4 1.9 6.5
2010 0.7 1.6 1.6 0.2 4.1

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 -0.7 -1.0 1.8 8.8 6.0 8.1 7.5
Category avg -0.6 -0.4 2.2 9.1 6.4 6.7 5.6
Difference of Fund returns and Category returns -0.1 -0.6 -0.4 -0.3 -0.4 1.4 1.9
Best of category 2.1 2.2 5.2 13.3 13.2 11.7 10.0
Worst of category -1.5 -1.6 -2.6 -0.4 1.2 6.3 6.9
Sundaram Bond Saver (Bonus) Review by Crisil - Rating: 1 (Rank 5 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 Bonus
Launch date Mar 07, 2003
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 186.55 (Mar-31-2015)
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
269.82 -1.5 1.9 11.1 8.9 8.7
IDFC Dynamic Bond-Regular Plan (G) Rank 1
2,776.65 -1.5 2.1 11.5 9.3 9.1
IDFC Dynamic Bond - Direct (G) Not Ranked
1,504.18 -1.2 2.5 12.5 -- --
Reliance Dynamic Bond - Direct (G) Not Ranked
1,756.54 -1.2 1.9 10.9 -- --
Reliance Dynamic Bond (G) Rank 2
3,267.67 -1.4 1.6 10.2 9.0 8.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Debt Rating Value
(Rs cr)
Asset %
8.83% CGL 25/11/2023 Sovereign 52.75 25.11
8.24% CGL 10/11/2033 GOVT SECURITES Sovereign 27.23 12.96
8.15 % CGL 24/11/2026 Sovereign 20.41 9.72
9.23% CGL 23/12/2043 Sovereign 11.35 5.40
8.05% GUJARAT SDL 25/02/2025 Sovereign 10.96 5.22
8.60 % CGL 02/06/2028 Sovereign 10.58 5.04
8.40 % CGL 28/07/2024 Sovereign 10.38 4.94
9.20 % CGL 30/09/2030 Sovereign 5.52 2.63
9.60% MAHARASHTRA SDL 14/08/2023 Sovereign 5.42 2.58
Export Import Bank of India CRISIL AAA 5.37 2.56

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 0.00
Others 3.83
Debt 94.98
Mutual Funds N.A
Money Market 2.38
Cash / Call -1.19

View All

Concentration

Holdings (%)
Top 5 58.41
Top 10 76.16
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.