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  • Sundaram Mutual Fund
  • Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (Growth)
Sundaram Mutual Fund

Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (Growth)

DebtLiquid

13.1993

NAV (Dec 31)

4.5%
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

13.1993

NAV (Dec 31)

Fund Returns

Last 1Y
3.1%
Last 3Y
4.5%
Last 5Y
5.4%
Last 10Y
NA
Since Inception
5.4%
6 Month CAGR
1.6%

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 (8y 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
Fund Managers

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (Growth)70%8,34,080 1,01,4685.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2021-12-31

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.5%

8.7%

23%

20.6%

5.1%

4.8%

21.8%

12.9%

20.4%

%

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) 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 4/17/2024 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).

Frequently Asked Questions

What is 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 scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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.