| NAV: 31 Dec 2021 | ₹40.18 |
| Min. SIP amount | NA |
| Rating | 4 |
| Fund size | ₹3,144.09Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 3.3% | 4.7% | 5.6% | 7.2% |
| Category average | 3.1% | 5.1% | 5.8% | NA |
| Rank with in category | 9 | 13 | 15 | NA |
Holdings (28)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reserve Bank of India | Financial | T-Bills | 6.3% |
Reserve Bank of India | Financial | T-Bills | 5.4% |
Small Industries Devp. Bank of India Ltd. | Financial | CP | 4.8% |
Reserve Bank of India | Financial | T-Bills | 4.0% |
| Chennai Petroleum Corporation Ltd. | Energy | CP | 3.2% |
| Reliance Jio Infocomm Ltd. | Communication | CP | 3.2% |
DBS Bank Ltd. | Financial | CD | 3.2% |
Export-Import Bank Of India | Financial | CD | 3.2% |
| Housing Development Finance Corpn. Ltd. | Financial | CP | 3.2% |
Axis Bank Ltd. | Financial | CD | 3.2% |
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Dwijendra SrivastavaJul 2010 - PresentView details
Siddharth ChaudharyJun 2012 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in Sundaram Money Regular Plan IDCW Quarterly?
You can easily invest in Sundaram Money Regular Plan IDCW Quarterly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Money Regular Plan IDCW Quarterly from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Money Regular Plan IDCW Quarterly as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Money Regular Plan IDCW Quarterly provide?
The Sundaram Money Regular Plan IDCW Quarterly has been there from 12 Dec 2005 and the average annual returns provided by this fund is 3.29% since its inception.
How much expense ratio is charged by Sundaram Money Regular Plan IDCW Quarterly?
The term
Expense Ratio used for Sundaram Money Regular Plan IDCW Quarterly or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Money Regular Plan IDCW Quarterly is 0.28% as of 25 May 2022...
What is the AUM of Sundaram Money Regular Plan IDCW Quarterly?
The AUM, short for Assets Under Management of Sundaram Money Regular Plan IDCW Quarterly is ₹3,144.09Cr as of 25 May 2022.
How to Redeem Sundaram Money Regular Plan IDCW Quarterly?
If you want to sell your Sundaram Money Regular Plan IDCW Quarterly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Money Regular Plan IDCW Quarterly?
What is the NAV of Sundaram Money Regular Plan IDCW Quarterly?
The NAV of Sundaram Money Regular Plan IDCW Quarterly is ₹40.18 as of 31 Dec 2021.
