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

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

    DebtLiquid

    Top Ranked

    13.094

    NAV (Sep 21)

    4.9%
    3 Year CAGR
    Scripbox Opinion

    Top Ranked

    These are the top-ranked funds within liquid mutual funds.However, Scripbox does not recommend investing in liquid mutual funds.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    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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    Emergency Money

    Emergency Money

    Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Emergency

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    Historical NAV

    13.094

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    3%
    Last 3Y
    4.9%
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    5.6%
    6 Month CAGR
    1.5%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Low to Moderate Risk

    Expense Ratio
    0.28
    Launched (5y ago)
    Oct 03, 2016
    AUM in Crores
    2796.613
    ISIN
    INF903JA1542
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Liquid Fund TR INR
    SIP Minimum
    0
    Lumpsum Min.
    1000
    Fund Managers
    user-avatar

    Dwijendra Srivastava

    Fund Manager

    user-avatar

    Siddharth Chaudhary

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

    build-long-item-wealth-img

    Emergency Money

    Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

    • Inflation beating returns
      Inflation beating returns
    • Emergency
      Emergency
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Debt Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Kotak Savings Fund (G)

    recommended-badge

    ₹ 14,236 cr

    5

    recommended-badge

    ₹ 32,671 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 34,969 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    Sundaram Asset Management Company Ltd

    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.

    amc-img

  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    2.7%

    7%

    top-ranked-badge

    18.2%

    12.4%

    top-ranked-badge

    4.9%

    5.6%

    top-ranked-badge

    4.9%

    5.6%

    top-ranked-badge

    9.7%

    7.2%

    growth

    Emergency Money

    Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Emergency
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Axis Liquid Fund (Growth)

    Axis Liquid Fund (Growth)

    Debt

    Liquid

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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 Redemption Less Than Three Years (G)

    About Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption 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 Redemption 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 Redemption Less Than Three Years (G) NAV,AUM,Risk

    The Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G) fund was launched on Oct 03, 2016. The NAV (Net Asset Value) of this Liquid Debt fund as of 2021-09-21 is ₹13.09. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹2796.613. The category risk of the Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption 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 Redemption 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 , treps , 182 dtb 28102021 , 91 dtb 28102021 , tata power solar systems limited , housing development finance corporation limited , reliance jio infocomm limited , reliance industries limited , lic housing finance limited , chennai petroleum corporation ltd , reliance industries limited , reliance jio infocomm limited , 91 dtb 16092021 , indian railway finance corporation limited , birla group holdings private limited , bajaj housing finance limited , housing development finance corporation limited , national bank for agriculture and rural development , chennai petroleum corporation ltd , godrej consumer products limited , birla group holdings private limited , berger paints india limited , sharekhan limited , reliance industries limited , standard chartered investments and loans (india) limited , reverse repo , igh holdings private limited , century textiles & industries limited , blue star limited , national bank for agriculture and rural development , housing development finance corporation limited , sharekhan limited , astec lifesciences limited , 91 dtb 14102021 , cash and other net current assets^

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption 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 Redemption 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 Redemption Less Than Three Years (G) Review

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption 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 Redemption 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.

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