Liquid funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
The Fund has Sufficient history for analysis and the track record is good.
Relative Size
3,496 Cr
Large within the category
Impact of Interest Rate Changes
Low Interest Rate Risk
The impact on fund value is quite low when interest rates change
Credit Quality Of Fund's Portfolio
Lowest Credit Risk
The fund has a very high credit quality compared to other debt funds
Emergency Money
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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.
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.
Sundaram Asset Management Company Ltd manages assets worth 29,811 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 141 equity,182 debt and 36 hybrid funds.
Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Sundaram Money Fund Bonus (DP-A)
About Sundaram Money Fund Bonus (DP-A)
Sundaram Money Fund Bonus (DP-A) is a liquid debt fund and has delivered an annualised return of 7.4% over a period of 7 years ..The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Siddharth Chaudhary
Sundaram Money Fund Bonus (DP-A) 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. However, there is no assurance that the objective of the scheme will be realized.
Sundaram Money Fund Bonus (DP-A) NAV,AUM,Risk
The Sundaram Money Fund Bonus (DP-A) fund was launched on May 10, 2013. The NAV (Net Asset Value) of this liquid debt as of 2020-11-26 is ₹ 15.2511. The total AUM (Asset Under Management) of the fund as of 2020-11-27 is ₹ 3495.916. The category risk of the Sundaram Money Fund Bonus (DP-A) fund is Low Risk.
The fund charges 0.26 % as expense ratio.
Sundaram Money Fund Bonus (DP-A) Holdings
The fund’s highest allocation is towards others and has invested 100.0% in this asset class. The top three holdings of the fund are 91 dtb 10122020,91 dtb 7012021 and 182 dtb 06112020
Sundaram Money Fund Bonus (DP-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Sundaram Money Fund Bonus (DP-A) Investment volatility and Horizon
This fund 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 CRISIL Liquid Fund TR INR.
Sundaram Money Fund Bonus (DP-A) Review
Sundaram Money Fund Bonus (DP-A) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Money Fund Bonus (DP-A) has a score of 4 out of 5.
The credit risk of the fund is 5 out of 5 as compared to other debt funds.
