Fund Details
Sundaram Money Regular Growth
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.26% |
| NAV | ₹43.01 (04 Mar 2021) |
|---|---|
| Fund Started | 12 Dec 2005 |
| Fund Size | ₹2,744 Cr |
Returns
Comparison
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
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| LIC Housing Finance Ltd. | Financial | CP | 7.3% |
| Reserve Bank of India | Financial | T-Bills | 6.2% |
| Indusind Bank Ltd. | Financial | CD | 4.4% |
| DBS Bank Ltd. | Financial | CD | 3.6% |
| Export-Import Bank Of India | Financial | CP | 3.6% |
| Reliance Industries Ltd. | Energy | CP | 3.6% |
| Reserve Bank of India | Financial | T-Bills | 3.6% |
| Steel Authority Of India Ltd. | Metals | CP | 3.6% |
| The Ramco Cements Ltd. | Construction | CP | 3.6% |
| National Bank For Agriculture & Rural Development | Financial | CP | 3.6% |
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 ₹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.
