Sundaram Money Regular Growth+0.01%

4.36%
1 Year Return
Debt
Liquid
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Money Regular Growth

RiskLow
Min SIP AmountNot Supported
Expense Ratio0.26%
NAV42.68 (30 Nov 2020)
Fund Started12 Dec 2005
Fund Size3,496 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
4.4%
6.2%
6.5%
7.8%
Category Average
4.2%
5.9%
6.4%
-
Rank Within Category
16
15
14
-
*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 4.4% annual returns

    Comparison

    Data not available
    Pros
    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
    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-Bills13.5%
    Reserve Bank of IndiaFinancialT-Bills12.2%
    Reserve Bank of IndiaFinancialT-Bills9.6%
    Reserve Bank of IndiaFinancialT-Bills8.5%
    Indian Oil Corpn. Ltd.EnergyCP4.3%
    Reserve Bank of IndiaFinancialT-Bills4.3%
    UPL Ltd.ChemicalsCP3.4%
    National Thermal Power Corp. Ltd.EnergyCP2.9%
    Housing Development Finance Corpn. Ltd.FinancialCP2.9%
    LIC Housing Finance Ltd.FinancialCP2.9%
    See All

    Fund Managers

    Dwijendra Srivastava
    keyboard_arrow_down
    Siddharth Chaudhary
    keyboard_arrow_down

    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.

    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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