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Sundaram Banking & PSU Debt Fund - Direct Plan (Bonus)

PLAN: Direct OPTIONS: Bonus
13.622 0.02 (0.13%)

NAV as on 18 Jun, 2018

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

Average performance in the category

The scheme is ranked 3 in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2018) . If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Sundaram Flexible Fund - Short Term Plan has been merged with Sundaram Banking & PSU Debt Fund w.e.f. March 17, 2017
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Returns (NAV as on 18 Jun, 2018)

Period Returns (%) Rank #
1 mth 0.5 -
3 mth 0.1 -
6 mth 1.0 -
1 year 3.7 -
2 year 5.7 -
3 year 6.6 -
5 year - -

# Moneycontrol Rank within 159 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.6 - - - -
2017 1.6 2.1 2.0 0.2 6.2
2016 2.2 1.8 1.9 1.6 7.9
2015 2.2 1.9 2.1 1.7 8.5
2014 -48.7 2.3 2.0 2.2 -45.2
2013 - - - 1.5 1.5

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 0.1 1.0 3.7 5.7 6.6 --
Category avg 0.7 1.3 2.8 5.9 6.8 7.2 7.3
Difference of Fund returns and Category returns -0.2 -1.2 -1.8 -2.2 -1.1 -0.6 --
Best of category 0.8 1.9 3.7 7.7 8.6 8.9 9.4
Worst of category 0.3 0.1 0.2 3.5 5.1 3.9 5.8
Sundaram Banking & PSU Debt Fund - Direct Plan (Bonus) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Bonus
Launch date Feb 01, 2013
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 8.83 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Dwijendra Srivatsava / Siddharth Chaudhary
View performance of schemes managed by the Fund Manager
Notes Sundaram Flexible Fund - Short Term Plan has been merged with Sundaram Banking & PSU Debt Fund w.e.f. March 17, 2017

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 (%)
HDFC Floating Rate Debt Fund - WP (G) Not Ranked
6,336.03 1.4 2.9 6.3 7.7 8.4
HDFC Low Duration Fund - RP (G) Rank 3
8,998.17 1.2 2.5 5.6 7.1 7.6
Reliance Low Duration Fund - RP (G) Not Ranked
93.33 1.4 2.9 5.8 7.0 7.8
Reliance Low Duration Fund - IP (G) Rank 2
7,004.76 1.5 3.1 6.3 7.5 8.2
ICICI Pru Savings Fund - RP (G) Not Ranked
33.67 1.2 2.6 5.6 7.0 7.6
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Apr 30, 18)

Equity 0.00
Others 0.00
Debt 95.99
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.03

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Concentration

Holdings (%)
Top 5 43.69
Top 10 64.48
Sector (%)
Top 3 N.A.

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