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

Sundaram · Overnight
Low
₹1068.84
Current NAV
13 Sep 2024
27.9%
1Y Return
13.9%
3Y CAGR
17.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹20,040 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Overnight mandate.
Cons / Risks
  • Higher expense ratio (2.19%) which can affect compounding over long horizons.
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
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Fund Details
Fund House Sundaram
Category Overnight
AUM ₹20040 Cr
Expense Ratio 2.19%
Min SIP ₹500
Min Lumpsum ₹1000
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