5 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
2,797 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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Historical NAV
₹ 13.0819
NAV (Sep 19)
Fund Returns
Last 1Y
3%
Last 3Y
4.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
5.6%
6 Month CAGR
1.5%
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 35,716 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
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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
Neutral
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Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)
About Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)
Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) is a Liquid Debt fund and has delivered an annualised return of 5.6% over a period of 4 years. . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Siddharth Chaudhary
Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) 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 Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) NAV,AUM,Risk
The Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) fund was launched on Oct 03, 2016. The NAV (Net Asset Value) of this Liquid Debt fund as of 2021-09-19 is ₹13.08. The total AUM (Asset Under Management) of the fund as of 20/09/2021 is ₹2796.613. The category risk of the Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) fund is Low to Moderate Risk. The fund charges 0.28 % as expense ratio.
Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) Holdings
The fund’s highest allocation is towards Others and has invested 100% in this asset class. The top three holdings of the fund are , 364 dtb 09092021 , 182 dtb 28102021 , 91 dtb 28102021 , treps , axis bank limited , national bank for agriculture and rural development , tata power solar systems , reliance industries limited , 91 dtb 07102021 , reliance jio infocomm limited , 364 dtb 23092021 , housing development finance corporation limited , lic housing finance limited , export-import bank of india , reliance industries limited , 91 dtb 16092021 , 91 dtb 02092021 , aditya birla money limited , reliance jio infocomm limited , berger paints india limited , godrej consumer products limited , birla group holdings private limited , chennai petroleum corporation ltd , indian railway finance corporation limited , housing development finance corporation limited , birla group holdings private limited , sharekhan limited , national bank for agriculture and rural development , century textiles & industries limited , blue star limited , blue star limited , sharekhan limited , housing development finance corporation limited , astec lifesciences ltd - 01/11/2021** , 91 dtb 14102021
Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) 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 Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) Review
Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) has a score of 4 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) has a score of 4out of 5
The credit risk of the fund is 5 out of 5 as compared to other debt funds.
