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Sundaram Overnight Fund Direct Plan - Weekly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Overnight
Low
₹1049.57
Current NAV
13 Sep 2024
0.0%
1Y Return
0.0%
3Y CAGR
18.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.65%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.65).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.65).
  • Very large asset base (AUM: ₹12,200 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.65
Sharpe Ratio
1.25
Beta
4.65
Alpha
2.23
Sortino
Fund Details
Fund House Sundaram
Category Overnight
AUM ₹12200 Cr
Expense Ratio 0.65%
Min SIP ₹500
Min Lumpsum ₹1000
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