NAV as on 06 Jan, 2014
Scheme Risk Grade
Below average performance in the category
The scheme is ranked 4 in Debt Long Term category by Crisil (for quarter ended Mar 2014) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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|Period||Returns (%)||Rank #|
# Moneycontrol Rank within 152 Debt Long Term Schemes.
|Year||Qtr 1||Qtr 2||Qtr 3||Qtr 4||Annual|
Fund returns v/s Category average (Debt Long Term)
|1 mth (%)||3 mth (%)||6 mth (%)||1 yr (%)||2 yr (%)||3 yr (%)||5yr (%)|
|Difference of Fund returns and Category returns||0.2||0.7||0.4||2.4||1.0||1.0||1.5|
|Best of category||2.1||2.6||5.7||14.8||14.1||12.4||10.4|
|Worst of category||-0.1||-0.5||-2.7||2.6||1.4||6.9||7.1|
To generate reasonable returns by creating a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate returns, and also fixed rate instruments, short-term bonds and money market instruments. This shall be done in concurrence with the objective of keeping the interest rate risk of the fund low.
|Launch date||Dec 24, 2004|
|Benchmark||CRISIL Composite Bond Fund|
|Asset Size (Rs cr)||405.16 (Dec-31-2013)|
|Last Dividend||Rs.0.22 (Mar-31-2010)|
|Fund Manager||Dwijendra Srivatsava / Sandeep Agarwal
View performance of schemes managed by the Fund Manager
|Notes||Sundaram Floating Rate - Long Term Plan renamed as Sundaram Flexible Fund – Flexible Income Plan, with effect from March 20, 2009.|
|Load Comments||Exit load of 1% if redeemed within 6 months from the date of allotment.|
|Debt Long Term||Crisil Rank||Assets (Rs.cr)
|3mth (%)||6mth (%)||1yr (%)||3yr (%)||5yr (%)|
|IDFC Dynamic Bond - Plan A (G)||Not Ranked
|IDFC Dynamic Bond-Regular Plan (G)||Rank 1
|IDFC Dynamic Bond - Direct (G)||Not Ranked
|Reliance Dynamic Bond - Direct (G)||Not Ranked
|Reliance Dynamic Bond (G)||Rank 2
|* Returns over 1 year are Annualised||More Â»|
|No Holdings Data Available|
|No Sector Data Available|
|Cash / Call||0.00|
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