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Sundaram Money Fund - Super Inst. Plan (QD)

PLAN: Super Institutional Plan OPTIONS: Quarterly Dividend
30.477 0.01 (0.02%)

NAV as on 28 Aug, 2015

CRISIL MF RANK

Riskometer

LOW

LOW

  • Principal at 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 Nov 1999) 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.

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Returns (NAV as on 28 Aug, 2015)

Period Returns (%) Rank #
1 mth 0.6 60
3 mth 2.0 53
6 mth 4.1 39
1 year 8.7 24
2 year 9.1 47
3 year 9.0 14
5 year 9.0 10

# Moneycontrol Rank within 171 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.1 2.1 - - -
2014 2.2 2.2 98.3 2.1 -
2013 - 2.1 2.3 2.4 7.5
2009 - - 0.9 -0.2 0.1

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 4.1 8.7 9.1 9.0 9.0
Category avg 0.5 1.7 3.6 7.6 7.9 7.4 7.3
Difference of Fund returns and Category returns 0.1 0.3 0.5 1.1 1.2 1.6 1.7
Best of category 0.7 2.1 4.4 9.3 9.7 9.5 9.8
Worst of category 0.5 0.5 2.0 5.3 2.6 -6.8 -0.8
Sundaram Money Fund - Super Inst. Plan (QD) Review by Crisil - Rating: 4 (Rank 2 out of 5)

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 Dividend
Launch date Dec 09, 2005
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 1,705.40 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend Rs.0.12 (Oct-09-2009)
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 (%)
IDFC Cash Fund - Plan A (G) Not Ranked
10.05 1.8 3.8 8.0 8.4 8.4
Birla SL Cash Plus - RP (G) Not Ranked
37.68 2.0 4.2 8.7 8.8 8.6
Birla SL Cash Plus - IP (G) Not Ranked
57.13 2.0 4.2 8.7 8.9 8.8
Reliance Liquid - TP - IP (G) Rank 2
9,515.75 2.0 4.2 8.6 9.0 9.0
Birla SL Cash Plus - IPP (G) Rank 4
8,855.01 2.0 4.2 8.7 9.1 9.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments / CP 3,719.89 64.88
Money Market Instruments / CD 1,505.13 26.25
Money Market Instruments / Treasury Bill 465.95 8.13
Housing and Urban Development Corp. Ltd CRISIL A1+ 393.26 6.86
Andhra Bank CRISIL A1+ 299.61 5.23
National Fertilizers Ltd CRISIL A1+ 298.44 5.21
IndusInd Bank Ltd CRISIL A1+ 244.89 4.27
Family Credit Ltd CARE A1+ 198.94 3.47
Indiabulls Housing Finance Ltd CRISIL A1+ 198.13 3.46
Union Bank of India CRISIL A1+ 194.91 3.40

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jul 31, 15)

Equity 0.00
Others 0.00
Debt 3.76
Mutual Funds N.A
Money Market 99.54
Cash / Call -3.29

View All

Concentration

Holdings (%)
Top 5 111.35
Top 10 131.16
Sector (%)
Top 3 N.A.

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