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Sundaram Money Regular Growth+0.01%

3.77%
1 Year Return
Debt
Liquid
3.0star
6M
1Y
3Y
5Y
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Fund Details

Sundaram Money Regular Growth

RiskLow to Moderate
Min SIP AmountNot Supported
Expense Ratio0.26%
NAV₹43.01 (04 Mar 2021)
Fund Started12 Dec 2005
Fund Size2,744 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
3.8%
5.8%
6.3%
7.7%
Category Average
3.6%
5.6%
6.1%
-
Rank Within Category
18
14
16
-
*All returns are annualized.
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 3.8% returns per annum

Comparison

Data not available
Pros
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
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
LIC Housing Finance Ltd.FinancialCP7.3%
Reserve Bank of IndiaFinancialT-Bills6.2%
Indusind Bank Ltd.FinancialCD4.4%
DBS Bank Ltd.FinancialCD3.6%
Export-Import Bank Of IndiaFinancialCP3.6%
Reliance Industries Ltd.EnergyCP3.6%
Reserve Bank of IndiaFinancialT-Bills3.6%
Steel Authority Of India Ltd.MetalsCP3.6%
The Ramco Cements Ltd.ConstructionCP3.6%
National Bank For Agriculture & Rural DevelopmentFinancialCP3.6%
See All

Fund Managers

Dwijendra Srivastava
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Siddharth Chaudhary
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Sundaram Money Regular Growth Details

Sundaram Money Regular Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 12 Dec 2005. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Money Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,744 Cr and the Latest NAV as of 04 Mar 2021 is ₹43.01.

The Sundaram Money Regular Growth is rated Low to Moderate risk. Minimum SIP Investment is set to 500. 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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