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Sundaram Money Fund - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
35.891 0.01 (0.02%)

NAV as on 17 May, 2018

CRISIL MF RANK

Not Ranked

Riskometer

LOW

LOW

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

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View Historic Graph From     To     

Returns (NAV as on 17 May, 2018)

Period Returns (%) Rank #
1 mth 0.5 51
3 mth 1.7 63
6 mth 3.4 59
1 year 6.8 41
2 year 6.9 47
3 year 7.3 53
5 year 8.0 60

# Moneycontrol Rank within 131 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.6 1.6 1.6 1.5 6.6
2016 2.0 1.9 1.8 1.7 7.6
2015 2.1 2.1 1.9 1.9 8.3
2014 2.2 2.2 2.1 2.1 9.1
2013 2.1 2.1 2.3 2.4 9.2

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 0.5 1.7 3.4 6.8 6.9 7.3 8.0
Category avg 0.5 1.7 3.2 6.5 6.4 6.8 7.4
Difference of Fund returns and Category returns 0.0 0.0 0.2 0.3 0.5 0.5 0.6
Best of category 0.6 1.9 3.5 7.9 7.6 8.0 8.5
Worst of category -0.4 0.8 1.7 4.0 3.2 4.6 4.8

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 10, 2004
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 1.43 (Mar-31-2018)
Minimum Investment Rs.1000
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

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 Floater STP - Regular (G) Rank 4
5,558.86 1.8 3.4 6.8 7.4 8.1
Reliance Liquid - TP - Direct (G) Rank 3
17,286.39 1.8 3.5 6.9 7.4 8.2
HDFC Liquid Fund - Direct (G) Rank 2
21,466.49 1.8 3.4 6.7 7.3 8.1
HDFC Liquid Fund (G) Rank 2
10,685.56 1.7 3.3 6.6 7.2 8.0
SBI Premier Liquid - IP (G) Not Ranked
6.84 1.8 3.4 6.7 7.3 8.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments - CPs 3,968.12 73.14
Money Market Instruments - CDs 1,018.91 18.78
National Fertilizers Ltd - 28/06/2018** CRISIL A1+ 296.78 5.47
Tata Projects Ltd - 31/05/2018** CRISIL A1+ 198.90 3.67
Repco Home Finance Ltd - 01/06/2018** CRISIL A1+ 198.84 3.67
Indiabulls Commercial Credit Ltd - 11/06/2018** CRISIL A1+ 198.44 3.66
TATA Power Renewable Energy Ltd - 12/06/2018** CRISIL A1+ 198.47 3.66
National Bank for Agricultural & Rural Development - 05/06/2018** CRISIL A1+ 139.12 2.56
Bandhan Bank - 16/05/2018** CRISIL A1+ 99.75 1.84
Capital First Ltd - 29/05/2018** CRISIL A1+ 99.47 1.83

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 0.00
Others 0.00
Debt 5.80
Mutual Funds N.A
Money Market 91.89
Cash / Call 2.27

View All

Concentration

Holdings (%)
Top 5 104.73
Top 10 118.28
Sector (%)
Top 3 N.A.

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