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Sundaram Select Debt - Short Term Asset Plan (HD)

PLAN: Regular OPTIONS: Half Yearly Dividend
11.147 0.01 (0.05%)

NAV as on 22 May, 2015

CRISIL MF RANK

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Debt Short Term category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Returns (NAV as on 22 May, 2015)

Period Returns (%) Rank #
1 mth 0.3 102
3 mth 1.5 118
6 mth 4.1 88
1 year 9.3 91
2 year 8.6 45
3 year 9.9 8
5 year 9.8 1

# Moneycontrol Rank within 139 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.2 - - - -
2014 2.2 2.4 -18.6 3.2 -
2013 2.6 -18.5 1.1 2.3 -13.2
2012 2.3 2.7 2.5 2.5 10.7
2011 3.8 2.1 3.1 1.8 12.0
2010 0.5 0.7 0.8 1.2 3.3

View where it stands within its peers

* Returns over 1 year are Annualised

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 0.3 1.5 4.1 9.3 8.6 9.9 9.8
Category avg 0.4 1.8 4.1 9.1 7.0 7.3 5.6
Difference of Fund returns and Category returns -0.1 -0.3 0.0 0.2 1.6 2.6 4.2
Best of category 1.2 3.0 6.7 14.0 11.1 10.6 9.8
Worst of category 0.1 0.9 3.0 7.5 5.6 7.6 2.7
Sundaram Select Debt - Short Term Asset Plan (HD) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

The objective of the Scheme is to earn regular income by investing primarily in fixed income securities maturing between 9 months to 15 months at every point of time.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Aug 30, 2002
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 117.07 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.0.35 (Mar-28-2008)
Bonus N.A.
Fund Manager Dwijendra Srivatsava
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.75%
Load Comments Exit Load 0.75% if redeemed within 6 months from the date of allotment.

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)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Dynamic Bond -RP (G) Not Ranked
7,427.76 1.5 6.3 13.4 10.5 9.5
Birla SL Dynamic Bond -Direct (G) Not Ranked
3,902.03 1.7 6.7 14.0 -- --
Reliance Short Term Fund (G) Rank 3
2,075.38 1.7 4.3 9.9 9.5 8.5
Reliance Short Term - Direct (G) Not Ranked
3,329.34 1.9 4.6 10.6 -- --
Birla SL Short Term - Direct (G) Not Ranked
4,598.27 2.0 4.5 10.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Debt Rating Value
(Rs cr)
Asset %
Dewan Housing Finance Corp Ltd CARE AAA 66.73 6.26
Shriram Transport Finance Company CARE AA+ 54.12 5.08
8.83% CGL 25/11/2023 Sovereign 50.67 4.75
8.40 % CGL 28/07/2024 Sovereign 41.39 3.88
Sesa Sterlite Ltd CRISIL AA+ 40.11 3.76
TATA Motors Finance Ltd CRISIL AA 37.07 3.48
8.15 % CGL 24/11/2026 Sovereign 35.72 3.35
North Eastern Electric Power Corporation Ltd [ICRA]AA- 30.62 2.87
Dewan Housing Finance Corp Ltd CARE AAA 27.66 2.59
Aditya Birla Finance Ltd IND AA+ 25.15 2.36

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 0.00
Others 0.00
Debt 74.05
Mutual Funds 11.73
Money Market 13.04
Cash / Call 1.20

View All

Concentration

Holdings (%)
Top 5 23.73
Top 10 38.38
Sector (%)
Top 3 N.A.

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