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Sundaram Flexible Fund - Short Term Plan - Institutional (MD) SET SMS ALERT

10.528
0 (0.05%)
NAV as on Apr-17-2014
ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Ultra Short Term Debt category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Sundaram Floating Rate - Short Term Plan renamed as Sundaram Flexible Fund Short Term Plan, with effect from March 20, 2009.
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Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 0.9 9
3 mth 2.3 33
6 mth 4.7 55
1 year 8.3 146
2 year 9.2 40
3 year 9.4 31
5 year 8.0 20

# Moneycontrol Rank within 197 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 0.3 - - - -
2013 0.2 -0.1 0.4 -0.7 0.3
2012 -0.8 0.9 - 0.1 0.5
2011 1.0 -0.1 -0.6 0.3 0.9
2010 0.1 -0.1 0.5 -0.4 -0.2
2009 -0.1 -0.1 0.1 -0.2 0.1

View where it stands within its peers

* Returns over 1 year are Annualised

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 2.3 4.7 8.3 9.2 9.4 8.0
Category avg 0.8 2.0 4.2 8.2 5.3 5.2 3.5
Difference of Fund returns and Category returns 0.1 0.3 0.5 0.1 3.9 4.2 4.5
Best of category 1.0 2.5 5.0 10.2 10.1 10.0 8.9
Worst of category -1.3 -0.2 0.9 -0.3 -11.1 -5.2 -1.3
Sundaram Flexible Fund - Short Term Plan - Institutional (MD) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

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.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Dec 24, 2004
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 641.11 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend Rs.0.05 (Jun-01-2011)
Bonus N.A.
Fund Manager Dwijendra Srivatsava / Siddharth Chaudhary
View performance of schemes managed by the Fund Manager
Notes Sundaram Floating Rate - Short Term Plan renamed as Sundaram Flexible Fund Short Term Plan, with effect from March 20, 2009.

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 (%)
ICICI Pru Flexi Income -Direct (G) Not Ranked
4,535.16 2.3 4.8 9.7 -- --
ICICI Pru Flexi Income (G) Rank 2
4,352.59 2.3 4.8 9.6 9.6 8.1
ICICI Pru Flexi Inc -Retail (G) Not Ranked
191.07 2.1 4.2 8.7 8.7 7.4
HDFC CMF-Treasury Advg (G) Rank 3
6,500.55 2.0 4.2 8.2 8.6 7.4
Reliance Money Mgr - IP (G) Rank 2
4,432.62 2.2 4.6 9.4 9.5 8.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Debt Rating Value
(Rs cr)
Asset %
Vijaya Bank CRISIL A1+ - 6.27
UCO Bank CRISIL A1+ - 5.35
Union Bank of India CRISIL A1+ - 3.50
Yes Bank [ICRA]A1+ - 3.49
Central Bank Of India CRISIL A1+ - 3.48
Canara Bank CRISIL A1+ - 3.36
IDBI Bank CRISIL A1+ - 3.29
ICICI Bank CRISIL A1+ - 3.18
Punjab National Bank CRISIL A1+ - 2.79
Tamilnadu Mercantile Bank CRISIL A1+ - 2.74

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Feb 28, 14)

Equity 0.00
Others 0.00
Debt 62.66
Mutual Funds N.A
Money Market 0.00
Cash / Call 37.33

View All

Concentration

Holdings (%)
Top 5 22.09
Top 10 37.45
Sector (%)
Top 3 N.A.

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