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Sundaram Money Fund - Super Inst. Plan (G)

PLAN: Super Institutional Plan OPTIONS: Growth
29.598 0.01 (0.02%)

NAV as on 17 Apr, 2015

CRISIL MF RANK

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
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 2014) up from Rank 3 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 17 Apr, 2015)

Period Returns (%) Rank #
1 mth 0.7 68
3 mth 2.1 70
6 mth 4.3 34
1 year 8.9 32
2 year 9.2 17
3 year 9.2 10
5 year 8.8 5

# Moneycontrol Rank within 171 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.1 - - - -
2014 2.2 2.2 2.1 2.1 -
2013 2.1 2.1 2.3 2.4 9.2
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

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 0.7 2.1 4.3 8.9 9.2 9.2 8.8
Category avg 0.6 1.9 3.8 7.8 7.9 7.5 6.8
Difference of Fund returns and Category returns 0.1 0.2 0.5 1.1 1.3 1.7 2.0
Best of category 0.8 2.2 4.6 9.6 9.8 9.7 9.5
Worst of category 0.5 0.8 2.3 5.6 2.8 -6.7 -1.0
Sundaram Money Fund - Super Inst. Plan (G) 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 Growth
Launch date Dec 09, 2005
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 1,524.29 (Mar-31-2015)
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

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 (%)
Birla SL Cash Plus - Direct (G) Not Ranked
12,055.75 2.2 4.4 9.0 -- --
ICICI Pru Liquid Plan - Direct (G) Not Ranked
12,801.73 2.1 4.3 8.9 -- --
SBI Premier Liquid - Direct (G) Not Ranked
16,290.37 2.1 4.3 8.9 -- --
Reliance Liquid - TP - Direct (G) Not Ranked
10,307.68 2.2 4.3 9.0 -- --
Birla SL Cash Plus (DAP) Not Ranked
0.00 2.2 4.4 9.1 8.5 7.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments / CP 2,254.58 46.47
Money Market Instruments / CD 1,563.00 32.21
Money Market Instruments / Treasury Bill 375.34 7.74
91 Days - T Bill 27/03/2015 Sovereign 250.60 5.16
Edelweiss Financial Services Ltd CRISIL A1+ 199.35 4.11
Indian Bank IND A1+ 196.20 4.04
IDBI Bank Ltd CRISIL A1+ 194.65 4.01
Godrej & Boyce Mfg Co Ltd CRISIL A1+ 193.85 4.00
Punjab National Bank CRISIL A1+ 144.68 2.98
Indiabulls Housing Finance Ltd CRISIL A1+ 144.70 2.98

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Feb 28, 15)

Equity 0.00
Others 0.00
Debt 10.30
Mutual Funds N.A
Money Market 86.63
Cash / Call 3.06

View All

Concentration

Holdings (%)
Top 5 95.69
Top 10 113.70
Sector (%)
Top 3 N.A.

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