Top Ranked
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
8 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
2,744 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
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
0.26 %
Expense Ratio
May 10, 2013
Launched (8y ago)
₹ 2,744
AUM in Crores
INF903J01MB0
ISIN
No Lock-in
Lock-in
CRISIL Liquid Fund TR INR
Benchmark
₹ 0
SIP Minimum
₹ 1,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.
Comparison with Debt Funds
Ultra Short
Recommended
Top Ranked
17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 30,993 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.
Diversified
Top Ranked
₹ 1,346 Cr
Fund Size
11.3%
3Y returns
Liquid
Top Ranked
₹ 2,743 Cr
Fund Size
5.7%
3Y returns
Liquid
Top Ranked
₹ 2,743 Cr
Fund Size
5.7%
3Y returns
Corporate Bond
Top Ranked
₹ 1,240 Cr
Fund Size
9%
3Y returns
Liquid
Top Ranked
₹ 2,743 Cr
Fund Size
5.8%
3Y returns
Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.
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Sundaram Money Fund Bonus (DP-A) is a liquid debt fund and has delivered an annualised return of 7.2% over a period of 8 years ..The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Siddharth Chaudhary
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.
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 2021-03-02 is ₹ 15.3716. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 2743.548. The category risk of the Sundaram Money Fund Bonus (DP-A) fund is Low to Moderate Risk. The fund charges 0.26 % as expense ratio.
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 182 dtb 25032021,182 dtb 18032021 and 364 dtb 04032021
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.
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) 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.