MARKET RADAR
SENSEX     NIFTY      Refresh

Sundaram Ultra Short Term Fund- Institutional Plan (G)

14.541
0 (0.03%)
NAV as on May-25-2012

Not Ranked

This scheme is not ranked by CRISIL.
View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on May-25-2012)

Period Returns (%) Rank #
1 mth 0.8 15
3 mth 2.5 18
6 mth 4.8 26
1 year 9.6 26
2 year 8.3 31
3 year 7.0 30
5 year 7.6 11

# Moneycontrol Rank within 47 Ultra Short Term Debt - Institutional Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2012 2.2 - - - -
2011 2.0 2.1 2.1 2.2 9.0
2010 1.0 1.1 1.3 1.7 5.3
2009 1.9 1.3 1.1 -0.2 5.5
2008 2.1 2.0 2.1 2.4 9.1
2007 - 1.5 1.8 2.0 5.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

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

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.8 2.5 4.8 9.6 8.3 7.0 7.6
Category avg 0.7 2.3 4.5 9.0 7.9 5.9 3.3
Difference of Fund returns and Category returns 0.1 0.2 0.3 0.6 0.4 1.1 4.3
Best of category 1.2 2.7 5.6 10.3 8.8 8.4 8.1
Worst of category 0.5 2.0 3.7 7.8 4.4 4.3 1.7

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 Growth
Launch date Apr 05, 2007
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 87.13 (Mar-31-2012)
Minimum Investment Rs.10000000
Last Dividend N.A.
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 0.00%
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 www.sundarammutual.com

Peer Comparison

Ultra Short Term Debt - Institutional Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Templeton USBF - IP (G) Rank 4
320.60 2.5 4.9 9.8 7.3 --
DSP-BR Money Manager -IP (G) Rank 3
1,367.28 2.4 4.7 9.5 6.8 7.3
Kotak Flexi Debt - IP (G) Rank 5
1,206.06 2.2 4.6 9.6 7.3 --
JPMorgan Treasury - SIP (G) Rank 4
1,122.76 2.4 4.8 9.7 7.3 --
HSBC FRF- LTP (Inst Plan) (G) Rank 2
337.29 2.5 4.9 9.7 7.1 7.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 12)

Debt Rating Value
(Rs cr)
Asset %
Corporation Bank A1+ - 10.22
Karur Vysya Bank A1+ - 9.77
State Bank of Patiala A1+ - 7.66
Nabard AAA - 5.19
Indian Oil Corporation A1+ - 5.10
RHC Holdings A1+ - 5.09
Religare Finvest A1+ - 5.08
Punjab National Bank A1+ - 4.95
Jm Financial Products A1+ - 4.02
L & T Finance A1+ - 3.57

Full Portfolio

Sector Allocation (Apr 30, 12)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Apr 30, 12)

Equity 0.00
Others 0.00
Debt 95.92
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.07

View All

Concentration

Holdings (%)
Top 5 37.94
Top 10 60.65
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community