Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.1993
NAV (Dec 31)
Last 1Y | 3.1% |
Last 3Y | 4.5% |
Last 5Y | 5.4% |
Last 10Y | NA |
Since Inception | 5.4% |
6 Month CAGR | 1.6% |
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 (7y ago) | Oct 03, 2016 |
AUM in Crores | 2604.416 |
ISIN | INF903JA1567 |
Lock-in | No Lock-in |
Benchmark | Nifty Liquid Index TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 1000 |
Standard Deviation (3yr) | 0.5 |
Standard Deviation (5yr) | 0.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 3.49789 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (Growth) | 8,34,080 | 1,01,468 | 5.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.7% | 8.6% | ||
25.4% | 20.6% | ||
21.9% | 12.6% | ||
20.1% | 14.6% | ||
12.7% | 7.5% |
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 5.4% over a period of 7 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.
Nav of Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) as of 12/31/2021 is ₹13.20 with the total AUM as of 12/2/2023 is ₹2604.416. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) was launched on Oct 03, 2016. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (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 Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (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 Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) is rated as a 0 fund in Debt and delivered 3.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G).
What is Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)?
How to invest in Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)?
You can invest in Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (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 Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)?
The minimum sip amount for Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) is ₹0. You can invest in multiples of ₹1000.
Is Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) good to invest in?
As per Scripbox experts, Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) is a Not Reviewed Yet fund. You can investSundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (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 Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)?
The expense ratio of the Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G) is 0.28% for regular plan.