Sundaram Money Regular Bonus

Debt
Liquid
Low to Moderate Risk
4.68%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021₹15.80
Min. SIP amountNot Supported
Rating4
Fund size₹3,144.09Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Liquid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.3%4.7%5.6%7.2%
Category average3.9%3.9%5.1%NA
Rank with in category91315NA
Understand terms

Holdings (28)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills6.3%
Reserve Bank of India
FinancialT-Bills5.4%
Small Industries Devp. Bank of India Ltd.
FinancialCP4.8%
Reserve Bank of India
FinancialT-Bills4.0%
Chennai Petroleum Corporation Ltd.EnergyCP3.2%
Reliance Jio Infocomm Ltd.CommunicationCP3.2%
DBS Bank Ltd.
FinancialCD3.2%
Export-Import Bank Of India
FinancialCD3.2%
Housing Development Finance Corpn. Ltd.FinancialCP3.2%
Axis Bank Ltd.
FinancialCD3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.28%

Inclusive of GST

Exit load

Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dwijendra Srivastava
Jul 2010 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Siddharth Chaudhary
Jun 2012 - Present
View details

Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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