Home› Funds› Sundaram Overnight Fund Regular Plan - Fortnightly

Sundaram Overnight Fund Regular Plan - Fortnightly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Overnight
Low
₹1068.84
Current NAV
13 Sep 2024
0.2%
1Y Return
0.1%
3Y CAGR
17.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹20,040 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Overnight mandate.
Cons / Risks
  • Higher expense ratio (2.19%) which can affect compounding over long horizons.
  • 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
0.99
Sharpe Ratio
0.59
Beta
1.99
Alpha
1.28
Sortino
Fund Details
Fund House Sundaram
Category Overnight
AUM ₹20040 Cr
Expense Ratio 2.19%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Overnight
ICICI Prudential Overnight Fund - Annual IDCW
ICICI Prudential
₹1032.77 907.4%
ICICI Prudential Overnight Fund - Direct Plan - Annual IDCW
ICICI Prudential
₹1033.57 907.3%
ICICI Prudential Overnight Fund - Half Yearly IDCW
ICICI Prudential
₹1015.48 905.4%
ICICI Prudential Overnight Fund - Direct Plan - Half Yearly IDCW
ICICI Prudential
₹1015.78 905.3%