Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Money Direct Growth

Sundaram Money Direct Growth

Debt
Liquid
Low to Moderate Risk
5.04%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹44.21
Min. SIP amountNA
Rating3star
Fund size₹2,297.83 Cr

Returns and rankings

Category: Debt Liquid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.3%5.0%5.8%7.1%
Category average3.1%5.1%5.8%NA
Rank with in category81515NA
Understand termsinfo

Holdings (25)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills8.7%
Reserve Bank of India
FinancialT-Bills8.6%
Tata Power Solar Systems Ltd.
EngineeringCP5.4%
FinancialCP4.3%
EnergyCP4.3%
Chennai Petroleum Corporation Ltd.
EnergyCP4.3%
Reliance Jio Infocomm Ltd.
CommunicationCP4.3%
ChemicalsCP2.6%
FinancialCP2.6%
FinancialCP2.2%
See All

Pros and cons

info
Category: Debt Liquid
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Pros

1Y and 5Y annualised returns higher than category average
Higher alpha: 1.72 The fund has generated returns higher than benchmark - CRISIL Liquid Fund Index - in the last 3Y
Lower expense ratio: 0.17%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

3Y annualised returns lower than category average by 0.05%

Expense ratio, exit load and tax

Expense ratio: 0.17%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹500
Min. for SIPNA

Fund management

Dwijendra Srivastava
Jan 2013 - Present
View details
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Siddharth Chaudhary
Jan 2013 - Present
View details
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Fund house & investment objective

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Fund house contact details

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