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Sundaram Money Fund - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
31.317 0.01 (0.02%)

NAV as on 02 May, 2016

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 2015) since it does not fulfill certain eligibility criteria of CRISIL

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View Historic Graph From     To     

Returns (NAV as on 02 May, 2016)

Period Returns (%) Rank #
1 mth 0.6 42
3 mth 2.0 88
6 mth 3.9 73
1 year 8.1 66
2 year 8.5 61
3 year 8.8 50
5 year 8.9 42

# Moneycontrol Rank within 175 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 2.0 - - - -
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
2012 2.2 2.3 2.1 2.0 9.1
2011 1.9 2.0 2.1 2.2 8.5

View where it stands within its peers

* Returns over 1 year are Annualised

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 0.6 2.0 3.9 8.1 8.5 8.8 8.9
Category avg 0.5 1.8 3.4 7.1 7.4 7.6 7.3
Difference of Fund returns and Category returns 0.1 0.2 0.5 1.0 1.1 1.2 1.6
Best of category 0.7 2.8 4.4 9.0 9.7 9.5 9.8
Worst of category 0.4 0.5 2.0 5.3 6.1 4.2 -0.7

Investment Info

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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 10, 2004
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 1.22 (Dec-31-2015)
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 (%)
Reliance Liquid - TP - IP (G) Rank 2
10,583.87 2.0 4.0 8.1 8.8 9.1
Birla SL Cash Plus (DAP) Not Ranked
0.00 2.1 4.1 8.3 8.6 8.5
Reliance Liquid - TP - Direct (G) Not Ranked
10,571.15 2.1 4.0 8.2 8.9 --
Birla SL Cash Plus - Direct (G) Not Ranked
11,706.95 2.1 4.0 8.3 9.0 --
SBI Premier Liquid - Direct (G) Not Ranked
19,895.00 2.1 4.0 8.2 8.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments - CD 0.55 43.91
Money Market Instruments - CP 0.49 39.31
Religare Finvest Ltd - 26/05/2016 CRISIL A1+ 0.08 6.35
Canara Bank - 30/05/2016 CRISIL A1+ 0.08 6.10
Bank of Maharashtra - 20/05/2016 CRISIL A1+ 0.06 5.10
National Fertilizers Ltd - 20/05/2016 CRISIL A1+ 0.06 5.10
Dewan Housing Finance Corp Ltd - 05/04/2016 CRISIL A1+ 0.06 5.02
Edelweiss Financial Services Ltd - 06/04/2016 CRISIL A1+ 0.06 5.02
IDBI Bank Ltd - 18/05/2016 CRISIL A1+ 0.06 4.72
Vijaya Bank - 16/05/2016 CRISIL A1+ 0.05 4.34

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 16)

Equity 0.00
Others 0.00
Debt 13.69
Mutual Funds N.A
Money Market 83.56
Cash / Call 2.80

View All

Concentration

Holdings (%)
Top 5 100.77
Top 10 124.97
Sector (%)
Top 3 N.A.

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