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Sundaram Ultra Short Term Fund - Direct Plan (FD)

PLAN: Direct OPTIONS: Fortnightly Dividend
11.612 0 (0.02%)

NAV as on 17 Nov, 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

Good performance in the category

The scheme is ranked 2 in Ultra Short Term Debt category by Crisil (for quarter ended Sep 2017) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on 17 Nov, 2017)

Period Returns (%) Rank #
1 mth 0.5 48
3 mth 1.7 38
6 mth 3.7 69
1 year 7.2 59
2 year 2.1 92
3 year 1.6 85
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 0.5 0.3 0.6 - -
2016 0.5 0.1 0.6 0.3 1.4
2015 1.8 -1.3 0.4 0.2 1.3
2014 0.3 - 0.5 0.1 0.4
2013 1.9 1.8 1.1 0.2 5.5

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 -- 0.1 0.5 0.7 2.1 1.6 --
Category avg 0.4 1.4 3.4 6.3 7.2 7.1 7.2
Difference of Fund returns and Category returns -- -1.3 -2.9 -5.6 -5.1 -5.5 --
Best of category 1.2 3.8 6.8 9.9 9.8 9.6 9.6
Worst of category 0.1 0.1 0.8 -3.4 2.1 -11.7 6.0
Sundaram Ultra Short Term Fund - Direct Plan (FD) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 2,319.69 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.02 (Jun-09-2017)
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 (%)
ABSL Saving Fund - RP (G) Not Ranked
33.21 1.5 3.8 7.1 8.6 8.9
Reliance Medium Term - Direct (G) Rank 4
10,001.35 1.6 3.9 7.3 8.8 --
ICICI Pru Flexi Income -Direct (G) Rank 3
12,637.07 1.6 3.7 7.2 8.6 --
Reliance Money Manager (G) Rank 3
8,172.92 1.5 3.5 6.7 8.0 8.5
Reliance Money Mgr-RP (G) Not Ranked
106.68 1.4 3.3 6.3 7.6 8.1
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Sep 29, 17)

Equity 0.00
Others 0.00
Debt 56.92
Mutual Funds N.A
Money Market 44.70
Cash / Call -1.62

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Concentration

Holdings (%)
Top 5 19.12
Top 10 28.29
Sector (%)
Top 3 N.A.

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