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Sundaram Short Term Debt Fund - Direct Plan (WD)

PLAN: Direct OPTIONS: Weekly Dividend
14.304 0.01 (0.05%)

NAV as on 21 Jun, 2018

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Liquid
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Liquid category by Crisil (for quarter ended Mar 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close Sundaram Select Debt Short-Term Asset Plan has been renamed as Sundaram Short Term Debt Fund w.e.f. May 04, 2018
View Historic Graph From     To     

Returns (NAV as on 21 Jun, 2018)

Period Returns (%) Rank #
1 mth 0.8 4
3 mth 1.2 130
6 mth 2.7 125
1 year 5.7 123
2 year 2.9 1
3 year 3.0 1
5 year 2.9 1

# Moneycontrol Rank within 131 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 0.5 - - - -
2017 -0.2 0.6 0.8 -0.1 1.3
2016 1.1 0.4 1.4 0.3 3.6
2015 0.9 0.1 1.3 0.2 2.8
2014 0.6 0.9 0.9 1.7 4.4
2013 0.5 0.9 -1.0 0.6 1.4

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 (Liquid)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.3 -0.1 0.2 0.9 2.9 3.0 2.9
Category avg 0.6 1.7 3.3 6.6 6.4 6.8 7.4
Difference of Fund returns and Category returns -0.3 -1.8 -3.1 -5.7 -3.5 -3.8 -4.5
Best of category 0.8 2.0 3.8 7.9 7.6 8.0 8.6
Worst of category 0.4 0.9 2.2 4.1 3.1 4.5 4.7
Sundaram Short Term Debt Fund - Direct Plan (WD) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 01, 2013
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 731.13 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.0.01 (Jun-16-2017)
Bonus N.A.
Fund Manager Dwijendra Srivatsava / Sandeep Agarwal
View performance of schemes managed by the Fund Manager
Notes Sundaram Select Debt Short-Term Asset Plan has been renamed as Sundaram Short Term Debt Fund w.e.f. May 04, 2018

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

Liquid Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Kotak Liquid Scheme (G) Rank 1
4,199.86 1.8 3.5 6.9 7.3 8.0
HDFC Liquid Fund - PP (G) Not Ranked
11.31 1.8 3.5 6.8 7.3 8.1
HDFC Liquid Fund (G) Rank 2
10,685.56 1.8 3.4 6.7 7.2 8.0
Reliance Liquid Fund - IP (G) Rank 4
12,510.66 1.8 3.5 6.9 7.3 8.0
Tata Money Market Fund - D (G) Rank 1
2,512.05 2.0 3.7 7.1 7.4 8.1
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(May 31, 18)

Equity 0.00
Others 0.00
Debt 60.78
Mutual Funds N.A
Money Market 34.31
Cash / Call 4.93

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Concentration

Holdings (%)
Top 5 15.28
Top 10 26.09
Sector (%)
Top 3 N.A.

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