• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Money Fund Institutional (Growth)

Formerly Sundaram BP Money Instl Gr

Sundaram Mutual Fund

Sundaram Money Fund Institutional (Growth)

DebtLiquid

40.2955

NAV (Feb 12)

6.8%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

40.2955

NAV (Feb 12)

Fund Returns

Last 1Y

6.4%

Last 3Y

6.8%

Last 5Y

7.2%

Last 10Y

7.8%

Since Inception

7.3%

6 Month CAGR

2.7%

Scheme Information

Investment Objective

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 optimize returns while providing liquidity.

Expense Ratio

0.28

Launched (18y ago)

Sep 09, 2004

AUM in Crores

2604.416

ISIN

INF903J01GN7

Lock-in

No Lock-in

Benchmark

Nifty Liquid Index TR INR

SIP Minimum

0

Lumpsum Min.

1000

Standard Deviation (3yr)

0.2

Standard Deviation (5yr)

0.3

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

4.084

YTM

3.49789

Fund Managers

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2020-02-12

Top Debt Holdings

See all holdings

Compare Sundaram Money Fund Institutional (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.5%

    8.4%

    13.7%

    11.6%

    12.2%

    14%

    12%

    7.3%

    11.8%

    13.7%

    Sundaram Money Fund Institutional (G) Review

    Sundaram Money Fund Institutional (G) is a Liquid Debt fund and has delivered an annualised return of 7.3% over a period of 18 years. The fund was previously known as Sundaram BP Money Instl Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.

    Nav of Sundaram Money Fund Institutional (G) as of 2/12/2020 is ₹40.30 with the total AUM as of 11/26/2022 is ₹2604.416. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Money Fund Institutional (G) was launched on Sep 09, 2004. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Money Fund Institutional (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹1000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Money Fund Institutional (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Liquid Index TR INR.

    Sundaram Money Fund Institutional (G) is rated as a 0 fund in Debt and delivered 6.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Money Fund Institutional (G).

    Frequently Asked Questions

    What is Sundaram Money Fund Institutional (G)?

    Sundaram Money Fund Institutional (G) is a Liquid Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Money Fund Institutional (G)?

    You can invest in Sundaram Money Fund Institutional (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Money Fund Institutional (G)?

    The minimum sip amount for Sundaram Money Fund Institutional (G) is ₹0. You can invest in multiples of ₹1000.

    Is Sundaram Money Fund Institutional (G) good to invest in?

    As per Scripbox experts, Sundaram Money Fund Institutional (G) is a Not Reviewed Yet fund. You can investSundaram Money Fund Institutional (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Money Fund Institutional (G)?

    The expense ratio of the Sundaram Money Fund Institutional (G) is 0.28% for regular plan.