Fund Details
Sundaram Money Regular Growth
| Risk | Low |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.26% |
| NAV | ₹42.68 (30 Nov 2020) |
|---|---|
| Fund Started | 12 Dec 2005 |
| Fund Size | ₹3,496 Cr |
Returns
as per Historical Returns
Comparison
1. Age is more than 3 years
2. Risk is lower compared to the benchmark
3. Age is more than 3 years
4. 1Y Returns are higher than the category average returns
5. 3Y Returns are higher than the category average returns
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 13.5% |
| Reserve Bank of India | Financial | T-Bills | 12.2% |
| Reserve Bank of India | Financial | T-Bills | 9.6% |
| Reserve Bank of India | Financial | T-Bills | 8.5% |
| Indian Oil Corpn. Ltd. | Energy | CP | 4.3% |
| Reserve Bank of India | Financial | T-Bills | 4.3% |
| UPL Ltd. | Chemicals | CP | 3.4% |
| National Thermal Power Corp. Ltd. | Energy | CP | 2.9% |
| Housing Development Finance Corpn. Ltd. | Financial | CP | 2.9% |
| LIC Housing Finance Ltd. | Financial | CP | 2.9% |
Fund Managers
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 ₹3,496 Cr and the Latest NAV as of 30 Nov 2020 is ₹42.68.
The Sundaram Money Regular Growth is rated Low 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.
