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Sundaram Flexible Fund - Short Term Plan - Direct Plan (Bonus)

13.333 0 (0.00%)

NAV as on 16 Aug, 2017

CRISIL MF RANK

Not Ranked

Riskometer

LOW

LOW

  • Principal at low risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Ultra Short Term Debt
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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

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Returns (NAV as on 16 Aug, 2017)

Period Returns (%) Rank #
1 mth 0.9 -
3 mth 2.7 -
6 mth 4.5 -
1 year 8.1 -
2 year 8.1 -
3 year 8.4 -
5 year - -

# Moneycontrol Rank within 213 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.6 2.1 - - -
2016 2.2 1.8 1.9 1.6 7.9
2015 2.2 1.9 2.1 1.7 8.5
2014 -48.7 2.3 2.0 2.2 -45.2
2013 - - - 1.5 1.5

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 (Ultra Short Term Debt)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.9 2.7 4.5 8.1 8.1 8.4 --
Category avg 0.6 1.9 3.3 7.0 7.3 7.4 7.2
Difference of Fund returns and Category returns 0.3 0.8 1.2 1.1 0.8 1.0 --
Best of category 1.2 5.3 6.0 10.0 10.8 10.6 9.8
Worst of category 0.1 0.7 -6.1 -2.8 2.6 -11.5 6.1

Investment Info

Investment Objective

To generate reasonable returns by creating a portfolio comprising substantially of fixed income instruments and money market instruments by keeping the interest rate risk of the fund low.

Scheme details

Fund Type Open-Ended
Investment Plan Bonus
Launch date Jan 01, 2013
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 263.50 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Dwijendra Srivatsava / Siddharth Chaudhary
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

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

Ultra Short Term Debt Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin USBF - IP (G) Not Ranked
4.05 2.2 4.2 8.8 9.2 9.3
HDFC Floating Rate Inc.-STP-RP (G) Not Ranked
66.37 2.0 3.7 7.7 8.5 8.6
Reliance Medium Term Fund (G) Rank 4
2,271.75 2.1 3.7 7.9 8.7 8.7
Franklin USBF - RP (G) Not Ranked
19.25 2.1 4.1 8.6 9.0 9.1
Reliance Money Mgr-RP (G) Not Ranked
119.85 1.9 3.4 7.0 7.9 8.3
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jun 30, 17)

Equity 0.00
Others 0.00
Debt 96.93
Mutual Funds N.A
Money Market 0.13
Cash / Call 2.95

View All

Concentration

Holdings (%)
Top 5 50.02
Top 10 73.35
Sector (%)
Top 3 N.A.

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