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SET SMS ALERT Good performance in the category
The scheme is ranked 2 in Liquid category by Crisil. 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
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.7 | 8 |
| 3 mth | 2.1 | 17 |
| 6 mth | 4.3 | 13 |
| 1 year | 9.1 | 11 |
| 2 year | 9.4 | 8 |
| 3 year | 8.7 | 5 |
| 5 year | 7.7 | 12 |
# Moneycontrol Rank within 119 Liquid Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 2.1 | - | - | - | - |
| 2012 | 2.4 | 2.5 | 2.3 | 2.1 | 9.6 |
| 2011 | 2.0 | 2.1 | 2.2 | 2.3 | 9.0 |
| 2010 | 1.0 | 1.2 | 1.4 | 1.8 | 5.5 |
| 2009 | 1.7 | 1.2 | 1.0 | -0.2 | 5.0 |
| 2008 | 2.1 | 2.0 | 2.3 | 2.4 | 9.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Liquid)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.7 | 2.1 | 4.3 | 9.1 | 9.4 | 8.7 | 7.7 |
| Category avg | 0.6 | 1.6 | 3.5 | 7.6 | 7.7 | 6.9 | 5.1 |
| Difference of Fund returns and Category returns | 0.1 | 0.5 | 0.8 | 1.5 | 1.7 | 1.8 | 2.6 |
| Best of category | 1.8 | 3.1 | 5.1 | 9.9 | 10.2 | 9.6 | 8.8 |
| Worst of category | 0.5 | -36.2 | -34.8 | -31.8 | -13.5 | -7.2 | -2.0 |
Investment Objective
The primary investment objective of the Scheme is to provide a level of income consistent with the preservation of capital, liquidity and lower level of risk, through investments made primarily in money market and debt securities. The aim is to optimise returns while providing liquidity.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Dec 09, 2005 |
| Benchmark | CRISIL Liquid Fund |
| Asset Size (Rs cr) | 1,040.82 (Mar-30-2013) |
| 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 | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Liquid | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Birla SL Cash Plus (DAP) | Not Ranked |
0.00 | 2.0 | 3.8 | 8.0 | 7.6 | -- |
| SBI Premier Liquid Fund - RP (G) | Rank 2 |
6,897.73 | 2.1 | 4.3 | 9.1 | 8.6 | 7.5 |
| SBI Premier Liquid - IP (G) | Not Ranked |
114.51 | 2.1 | 4.2 | 9.0 | 8.6 | 7.5 |
| ICICI Pru Liquid Plan -Regular (G) | Rank 1 |
11,478.09 | 2.1 | 4.3 | 9.1 | 8.6 | 7.8 |
| Birla SL Cash Plus - IPP (G) | Rank 3 |
9,828.99 | 2.2 | 4.3 | 9.1 | 8.7 | 7.8 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| INDUSIND BANK | CRISIL A1+ | 228.03 | 9.61 |
| IDBI Bank | CRISIL A1+ | 164.44 | 6.93 |
| Allahabad Bank | CRISIL A1+ | 143.79 | 6.06 |
| UNITED BANK OF INDIA | CARE A1+ | 137.15 | 5.78 |
| Housing Development Fin Corp Ltd | CRISIL A1+ | 136.67 | 5.76 |
| Kotak Bank | CRISIL A1+ | 114.37 | 4.82 |
| GE CAPITAL SERVICES INDIA | CRISIL A1+ | 96.10 | 4.05 |
| Oriental Bank of Commerce | CRISIL A1+ | 91.12 | 3.84 |
| NATIONAL FERTILIZERS LIMITED | CRISIL A1+ | 91.12 | 3.84 |
| L&T INFRASTRUCTURE FINANCE CO LTD | CRISIL A1+ | 68.34 | 2.88 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 92.63 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 7.38 |
| Holdings | (%) |
|---|---|
| Top 5 | 34.14 |
| Top 10 | 53.57 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
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Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
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Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
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