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

Sundaram Money Fund - Super Inst. Plan (QD) SET SMS ALERT

14.276
0 (0.02%)
NAV as on Jul-11-2014

Fund Family Sundaram Mutual Fund

Fund Class Liquid

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 Jul-11-2014)

Period Returns (%) Rank #
1 mth 0.7 71
3 mth 2.2 10
6 mth 4.5 27
1 year 9.5 24
2 year 9.2 10
3 year 9.4 10
5 year 8.0 12

# Moneycontrol Rank within 180 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.2 2.2 - - -
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 0.7 2.2 4.5 9.5 9.2 9.4 8.0
Category avg 0.6 1.9 3.8 8.1 5.0 5.0 3.9
Difference of Fund returns and Category returns 0.1 0.3 0.7 1.4 4.2 4.4 4.1
Best of category 0.8 2.2 4.8 10.0 9.7 10.0 8.8
Worst of category 0.5 1.6 -6.3 -2.3 -13.7 -6.5 -1.7
Sundaram Money Fund - Super Inst. Plan (QD) 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) 1,631.72 (Mar-31-2014)
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 (%)
Birla SL Cash Plus - IPP (G) Rank 4
10,545.91 2.1 4.6 9.6 9.5 8.1
UTI Liquid Cash - (Inst) (G) Rank 3
4,063.06 2.2 4.5 9.4 9.3 8.0
UTI Liquid Cash Plan (G) Not Ranked
19.78 1.9 4.2 8.7 8.7 7.4
ICICI Pru Liquid Plan -Inst -I Not Ranked
1.84 1.9 4.1 8.5 8.9 7.7
SBI Premier Liquid - IP (G) Not Ranked
47.28 2.2 4.5 9.4 9.3 7.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 14)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments / CP 3,112.48 69.97
Money Market Instruments / CD 689.86 15.51
Rural Electrification Corporation CRISIL A1+ 587.36 13.20
VODAFONE INDIA LIMITED CRISIL A1+ 289.15 6.50
Steel Authority of India Ltd CRISIL A1+ 243.50 5.47
Steel Authority of India Ltd CRISIL A1+ 243.56 5.47
Indian Oil Corporation CRISIL A1+ 198.89 4.47
POWER FINANCE CORPORATION CRISIL A1+ 198.78 4.47
EDELWEISS FINANCIAL SERVICES LTD. CRISIL A1+ 197.08 4.43
Indian Oil Corporation CRISIL A1+ 173.99 3.91

Full Portfolio

Sector Allocation (May 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(May 31, 14)

Equity 0.00
Others 0.00
Debt 7.07
Mutual Funds N.A
Money Market 88.34
Cash / Call 4.56

View All

Concentration

Holdings (%)
Top 5 110.65
Top 10 133.40
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.