Sundaram Money Regular Plan Dividend Quarterly+0.01%

3
4.77%
1 Year Return
Debt
Liquid
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Money Regular Plan Dividend Quarterly

RiskLow
Min SIP AmountNot Supported
Expense Ratio0.26%
NAV39.16 (27 Sep 2020)
Fund Started16 Mar 2013
Fund Size3,896 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Money Regular Plan Dividend Quarterly
4.8%
6.3%
6.7%
7.5%
Category Average
4.8%
6.2%
6.6%
-
Rank within category
18
17
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 3 years
    2. Risk is lower compared to the benchmark
    Cons
    1. 1Y Returns are lower than the benchmark
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reserve Bank of IndiaFinancialT-Bills22.3%
    Reserve Bank of IndiaFinancialT-Bills12.8%
    Reserve Bank of IndiaFinancialT-Bills5.1%
    ONGC Mangalore Petrochemicals LtdChemicalsCP4.5%
    Reserve Bank of IndiaFinancialT-Bills3.4%
    Reserve Bank of IndiaFinancialT-Bills3.3%
    REC Ltd.FinancialDebenture2.6%
    Power Finance Corpn. Ltd.FinancialBonds/NCD2.6%
    National Housing BankFinancialCP2.6%
    Reserve Bank of IndiaFinancialT-Bills2.6%
    See All

    Fund Managers

    addDwijendra Srivastava
    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.
    Funds Managed
    addSiddharth Chaudhary
    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.
    Funds Managed

    Sundaram Money Regular Plan Dividend Quarterly Details

    Sundaram Money Regular Plan Dividend Quarterly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 16 Mar 2013. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Money Regular Plan Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹3,896 Cr and the Latest NAV as of 27 Sep 2020 is ₹39.16.

    The Sundaram Money Regular Plan Dividend Quarterly is rated Low risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 1000. 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.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹500
    Min for Second Investment
    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.
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    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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