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Sundaram Money Fund (G)

PLAN: Regular OPTIONS: Growth
28.143 0.01 (0.02%)

NAV as on 03 Jul, 2015

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

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View Historic Graph From     To     

Returns (NAV as on 03 Jul, 2015)

Period Returns (%) Rank #
1 mth 0.6 61
3 mth 2.1 19
6 mth 4.2 76
1 year 8.8 48
2 year 9.1 57
3 year 8.8 50
5 year 8.1 75

# 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 2.1 2.1 -
2013 2.1 2.1 2.3 2.4 9.2
2012 1.9 2.0 1.8 1.7 7.7
2011 1.6 1.7 1.8 1.9 7.2
2010 0.8 1.0 1.2 1.4 4.4

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 2.1 4.2 8.8 9.1 8.8 8.1
Category avg 0.6 1.8 3.7 7.8 7.9 7.4 7.0
Difference of Fund returns and Category returns 0.0 0.3 0.5 1.0 1.2 1.4 1.1
Best of category 0.7 2.2 4.5 9.4 9.7 9.6 9.7
Worst of category 0.5 0.5 2.0 5.3 2.7 -6.7 -0.9

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 Mar 08, 2000
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 39.71 (Mar-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 (%)
UTI Liquid Cash Plan (G) Not Ranked
13.61 1.9 3.9 8.1 8.4 8.2
SBI Premier Liquid - Direct (G) Not Ranked
16,290.37 2.1 4.2 8.8 -- --
SBI Premier Liquid Fund - RP (G) Rank 3
5,666.65 2.0 4.2 8.7 9.0 8.9
SBI Premier Liquid - IP (G) Not Ranked
28.56 2.0 4.2 8.7 9.0 8.9
Birla SL Cash Plus - RP (G) Not Ranked
38.98 2.0 4.3 8.8 8.8 8.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments / CP 2,698.44 55.20
Money Market Instruments / CD 1,411.27 28.87
Vijaya Bank CRISIL A1+ 419.63 8.58
Money Market Instruments / Treasury Bill 326.26 6.67
Punjab and Sind Bank CRISIL A1+ 293.43 6.00
IndusInd Bank Ltd 246.60 5.04
National Fertilizers Ltd CRISIL A1+ 224.53 4.59
Dewan Housing Finance Corp Ltd CRISIL A1+ 199.86 4.09
National Bank for Agricultural & Rural Developmen CRISIL A1+ 154.23 3.15
91 Days - T Bill 06/08/2015 Sovereign 147.92 3.03

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 0.00
Others 0.09
Debt 8.70
Mutual Funds N.A
Money Market 90.70
Cash / Call 0.37

View All

Concentration

Holdings (%)
Top 5 105.32
Top 10 125.22
Sector (%)
Top 3 N.A.

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