Fund Details
Sundaram Money Direct Bonus
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.17% |
| NAV | ₹15.63 (11 Jun 2021) |
|---|---|
| Fund Started | 10 May 2013 |
| Fund Size | ₹3,090 Cr |
Returns
Comparison
1. Age is more than 3 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 6.8% |
| Reserve Bank of India | Financial | T-Bills | 5.4% |
| Bank Of Baroda | Financial | CD | 4.8% |
| Axis Bank Ltd. | Financial | CD | 4.1% |
| Reserve Bank of India | Financial | T-Bills | 4.1% |
| Hindustan Petroleum Corpn. Ltd. | Energy | CP | 3.4% |
| Reserve Bank of India | Financial | T-Bills | 2.7% |
| Indian Oil Corpn. Ltd. | Energy | CP | 2.7% |
| Export-Import Bank Of India | Financial | CD | 2.7% |
| Housing Development Finance Corpn. Ltd. | Financial | CP | 2.7% |
Fund Managers
Sundaram Money Direct Bonus Details
Sundaram Money Direct Bonus is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 10 May 2013. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Money Direct Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹3,090 Cr and the Latest NAV as of 11 Jun 2021 is ₹15.63.
The Sundaram Money Direct Bonus is rated Low to Moderate risk. Minimum SIP Investment is set to 250. 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.
Investment Objective
The scheme seeks to provide income and liquidity from a portfolio of debt and money market instruments.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
