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Sundaram Flexible Fund - Short Term Plan - Regular Plan (MD)

PLAN: Regular OPTIONS: Monthly Dividend
10.898 0.05 (0.49%)

NAV as on 29 May, 2017

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

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

Very Good performance in the category

The scheme is ranked 1 in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Returns (NAV as on 29 May, 2017)

Period Returns (%) Rank #
1 mth 0.8 8
3 mth 1.8 38
6 mth 3.3 69
1 year 7.4 142
2 year 7.8 142
3 year 8.2 123
5 year 8.6 55

# Moneycontrol Rank within 207 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 0.2 - - - -
2016 0.5 - 0.6 0.6 1.2
2015 0.3 -0.7 0.3 0.5 0.6
2014 0.3 - 0.8 0.9 2.2
2013 0.2 -0.1 0.4 -0.7 0.3
2012 -0.8 0.9 - 0.1 0.5

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 0.8 1.8 3.3 7.4 7.8 8.2 8.6
Category avg 0.6 1.6 2.8 7.1 7.3 7.3 7.2
Difference of Fund returns and Category returns 0.2 0.2 0.5 0.3 0.5 0.9 1.4
Best of category 1.2 3.8 6.0 10.0 9.8 9.8 9.8
Worst of category 0.1 0.8 -9.2 -5.9 1.0 -11.5 -0.1
Sundaram Flexible Fund - Short Term Plan - Regular Plan (MD) Review by Crisil - Rating: 5 (Rank 1 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) 714.39 (Mar-31-2017)
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 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 (%)
SBI Ultra Short Term Debt - DP (G) Rank 2
7,623.43 1.7 3.3 7.8 8.5 --
Birla SL Saving Fund (DAP) Not Ranked
0.00 1.8 3.2 8.5 8.9 9.0
SBI SHDF - USTF - IP (G) Not Ranked
103.65 1.7 3.3 7.7 8.4 8.7
SBI Ultra Short Term Debt - RP (G) Rank 2
2,193.09 1.7 3.3 7.7 8.4 8.7
Birla SL Saving Fund - IP (G) Rank 3
8,767.55 1.8 3.2 8.5 8.9 9.2
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Apr 28, 17)

Equity 0.00
Others 0.00
Debt 89.13
Mutual Funds N.A
Money Market 11.35
Cash / Call -0.47

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Concentration

Holdings (%)
Top 5 52.77
Top 10 72.54
Sector (%)
Top 3 N.A.

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