Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Ultra Short Term Debt > Sundaram Mutual Fund > Sundaram Ultra Short Term Fund- Institutional Plan (FD)

Sundaram Ultra Short Term Fund- Institutional Plan (FD)

PLAN: Institutional Plan OPTIONS: Fortnightly Dividend
10.570 0 (0.02%)

NAV as on 29 Aug, 2012

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Ultra Short Term Debt
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2017) . If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

No Data to display

View Historic Graph From     To     

Returns (NAV as on 29 Aug, 2012)

Period Returns (%) Rank #
1 mth 0.5 169
3 mth 1.6 158
6 mth 2.8 167
1 year 6.8 173
2 year 7.1 173
3 year 7.4 167
5 year 8.2 83

# Moneycontrol Rank within 207 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2012 -0.2 0.4 0.1 - 0.3
2011 0.4 - - 0.1 0.8
2010 0.1 0.1 0.3 - 0.4
2009 - - 0.4 -0.2 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 0.5 1.6 2.8 6.8 7.1 7.4 8.2
Category avg 0.6 1.7 2.7 7.1 7.3 7.3 7.2
Difference of Fund returns and Category returns -0.1 -0.1 0.1 -0.3 -0.2 0.1 1.0
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 Ultra Short Term Fund- Institutional Plan (FD) Review by Crisil - Rating: 3 (Rank 3 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. The scheme portfolio will have a maturity and duration profile that is more elongated has compared to a typical liquid fund.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Apr 05, 2007
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 205.16 (Sep-30-2012)
Minimum Investment Rs.5000
Last Dividend Rs.0.02 (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 1.8 3.3 7.8 8.5 --
Birla SL Saving Fund (DAP) Not Ranked
0.00 1.9 3.1 8.5 8.9 9.0
SBI SHDF - USTF - IP (G) Not Ranked
103.65 1.8 3.3 7.7 8.4 8.7
SBI Ultra Short Term Debt - RP (G) Rank 2
2,193.09 1.8 3.2 7.7 8.4 8.7
Birla SL Saving Fund - IP (G) Rank 3
8,767.55 1.9 3.1 8.5 8.9 9.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 12)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Jul 31, 12)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jul 31, 12)

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

View All

Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Sections
Follow us on
Available On