Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.7 | 9 |
| 3 mth | 2.2 | 16 |
| 6 mth | 4.3 | 15 |
| 1 year | 8.7 | 52 |
| 2 year | 9.0 | 57 |
| 3 year | 8.3 | 56 |
| 5 year | 7.3 | 47 |
# Moneycontrol Rank within 119 Liquid Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 0.2 | - | - | - | - |
| 2012 | -0.6 | 0.7 | -0.1 | 0.1 | 0.2 |
| 2011 | 0.7 | - | -0.1 | 0.2 | 0.9 |
| 2010 | - | 0.1 | 0.1 | -0.4 | -0.1 |
| 2009 | -0.2 | -0.1 | - | -0.2 | -0.3 |
| 2008 | 0.2 | 0.7 | 0.2 | - | 1.0 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Liquid)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.7 | 2.2 | 4.3 | 8.7 | 9.0 | 8.3 | 7.3 |
| Category avg | 0.6 | 1.6 | 3.5 | 7.5 | 7.7 | 6.9 | 5.0 |
| Difference of Fund returns and Category returns | 0.1 | 0.6 | 0.8 | 1.2 | 1.3 | 1.4 | 2.3 |
| Best of category | 0.7 | 3.0 | 5.0 | 9.7 | 10.2 | 9.7 | 8.8 |
| Worst of category | 0.5 | -36.2 | -34.8 | -31.9 | -13.5 | -7.1 | -2.0 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Sep 10, 2004 |
| Benchmark | CRISIL Liquid Fund |
| Asset Size (Rs cr) | 18.60 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.0.05 (Jun-01-2011) |
| Bonus | N.A. |
| Fund Manager | Dwijendra Srivatsava ~ Siddharth Chaudhary View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Liquid | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Premier Liquid - IP (G) | Not Ranked |
114.51 | 2.2 | 4.3 | 8.9 | 8.6 | 7.5 |
| Birla SL Cash Plus - RP (G) | Not Ranked |
83.99 | 2.1 | 4.1 | 8.4 | 8.1 | 7.1 |
| HDFC Liquid - Premium Plan (G) | Not Ranked |
177.44 | 2.2 | 4.4 | 9.0 | 8.7 | 7.7 |
| Birla SL Cash Plus - IPP (G) | Rank 3 |
9,828.99 | 2.2 | 4.3 | 9.0 | 8.8 | 7.8 |
| SBI Premier Liquid Fund - RP (G) | Rank 2 |
6,897.73 | 2.2 | 4.3 | 8.9 | 8.7 | 7.5 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Allahabad Bank | [ICRA]A1+ | 2.29 | 12.34 |
| IDBI Bank | CRISIL A1+ | 2.26 | 12.14 |
| United Bank of India | CARE A1+ | 2.19 | 11.76 |
| Indusind Bank | CRISIL A1+ | 1.46 | 7.85 |
| Kotak Bank | CRISIL A1+ | 1.46 | 7.85 |
| Reliance Capital Ltd | CRISIL A1+ | 0.74 | 3.96 |
| STCI | CRISIL A1+ | 0.74 | 3.96 |
| State Bank of Patiala | [ICRA]A1+ | 0.73 | 3.92 |
| Aditya Birla Fin Ltd | [ICRA]A1+ | 0.73 | 3.92 |
| Bank of Baroda | [ICRA]A1+ | 0.73 | 3.92 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 82.98 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 17.02 |
| Holdings | (%) |
|---|---|
| Top 5 | 51.94 |
| Top 10 | 71.62 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
