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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Debt Short Term category by Crisil. If you are already invested in this scheme, you may continue to stay invested.
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 May-23-2013)

Period	Returns (%)	Rank #
1 mth	0.7	69
3 mth	2.6	68
6 mth	4.7	62
1 year	10.1	57
2 year	10.0	43
3 year	8.6	37
5 year	8.4	18

# Moneycontrol Rank within 82 Debt Short Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	0.2	-	-	-	-
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
2008	0.1	0.7	0.3	0.1	0.5

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* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	0.7	2.6	4.7	10.1	10.0	8.6	8.4
Category avg	1.1	3.0	5.0	10.0	9.2	7.0	3.7
Difference of Fund returns and Category returns	-0.4	-0.4	-0.3	0.1	0.8	1.6	4.7
Best of category	2.0	4.4	6.9	12.9	11.9	10.5	10.1
Worst of category	0.5	0.7	0.5	0.3	0.2	-0.5	2.4

Sundaram Flexible Fund - Short Term Plan - Institutional (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)	317.98 (Mar-30-2013)
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

Debt Short Term	Crisil Rank	Assets (Rs.cr)
Debt Short Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Birla SL Dynamic Bond -RP (G)	Rank 3	14,567.05	4.4	6.9	12.5	9.5	9.8
SBI Short Term Debt - RP (G)	Rank 3	2,159.03	3.6	5.9	11.7	8.9	--
SBI Short Horizon Debt-STF -RP (G)	Not Ranked	64.89	3.5	5.8	11.6	8.7	8.1
Templeton (I) ST Income (G)	Rank 5	5,197.92	3.9	6.1	11.7	9.0	9.6
Templeton India Income Oppor. (G)	Rank 5	2,788.98	4.1	6.4	12.2	9.2	--
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
Allahabad Bank	[ICRA]A1+	90.03	14.34
ICICI Bank	[ICRA]A1+	67.62	10.77
IDBI Bank	CRISIL A1+	67.55	10.76
UCO Bank	CRISIL A1+	58.57	9.33
Dena Bank	CRISIL A1+	49.09	7.82
Punjab National Bank	CARE A1+	45.08	7.18
YES BANK LIMITED	[ICRA]A1+	45.01	7.17
Central Bank Of India	CARE A1+	44.95	7.16
Karnataka Bank	[ICRA]A1+	40.18	6.40
Karur Vysya Bank Ltd	CRISIL A1+	35.79	5.70