SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Liquid > Sundaram Mutual Fund > Sundaram Money Fund - Super Inst. Plan (MD)

Sundaram Money Fund - Super Inst. Plan (MD)

PLAN: Super Institutional Plan OPTIONS: Monthly Dividend
10.477 0 (0.02%)

NAV as on 23 Jan, 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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Liquid category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

View Historic Graph From     To     

Returns (NAV as on 23 Jan, 2015)

Period Returns (%) Rank #
1 mth 0.7 36
3 mth 2.1 10
6 mth 4.3 33
1 year 9.0 64
2 year 9.2 16
3 year 9.3 11
5 year 8.6 4

# Moneycontrol Rank within 175 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 0.1 - - 0.1 -
2013 0.2 -0.1 0.7 -0.1 0.7
2012 - - - 1.3 1.3

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 9.0 9.2 9.3 8.6
Category avg 0.6 1.8 3.8 7.8 7.5 7.6 6.3
Difference of Fund returns and Category returns 0.1 0.3 0.5 1.2 1.7 1.7 2.3
Best of category 0.8 2.3 4.7 9.8 9.8 9.9 9.3
Worst of category 0.5 1.5 3.1 -2.7 -13.7 -6.6 -1.2
Sundaram Money Fund - Super Inst. Plan (MD) Review by Crisil - Rating: 3 (Rank 3 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) 1,161.00 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.04 (Aug-31-2006)
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 (%)
ICICI Pru Liquid Plan - Direct (G) Not Ranked
11,276.31 2.1 4.4 9.1 -- --
SBI Premier Liquid - Direct (G) Not Ranked
18,135.42 2.1 4.4 9.1 -- --
UTI Liquid Cash Plan - Direct (G) Not Ranked
11,471.20 2.1 4.4 9.1 -- --
ICICI Pru Liquid Plan (G) Rank 3
10,820.61 2.1 4.4 9.1 9.3 8.6
Birla SL Cash Plus - Direct (G) Not Ranked
9,862.09 2.1 4.4 9.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments / CP 578.83 46.32
Money Market Instruments / CD 446.12 35.70
Punjab and Sind Bank CRISIL A1+ 91.85 7.35
IDBI Bank Ltd CRISIL A1+ 74.85 5.99
Money Market Instruments / Treasury Bill 62.98 5.04
Oriental Bank of Commerce CRISIL A1+ 60.98 4.88
Axis Bank Ltd CRISIL A1+ 59.61 4.77
Edelweiss Financial Services Ltd CRISIL A1+ 53.61 4.29
Infrastructure Leasing & Financial Services ltd CRISIL A1+ 44.49 3.56
91TB27032015 Sovereign 39.36 3.15

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 0.00
Others 0.00
Debt 14.95
Mutual Funds N.A
Money Market 88.45
Cash / Call -3.36

View All

Concentration

Holdings (%)
Top 5 100.40
Top 10 121.05
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.