1M
6M
1Y
3Y
5Y
All
| NAV: 14 Nov 2024 | ₹14.38 |
| Min. SIP amount | ₹250 |
| Rating | 2 |
| Fund size | ₹224.92Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Money Market
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.6% | 6.3% | 5.6% | 6.1% |
| Category average | 7.4% | 6.1% | 5.6% | NA |
| Rank with in category | 18 | 15 | 15 | NA |
Understand terms
Peer Comparison
| Debt, Money Market funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Tata Money Market Fund Direct Growth | 5 | 8.0% | 6.7% | 24,636.46 |
Nippon India Money Market Fund Direct Growth | 4 | 7.8% | 6.7% | 15,622.84 |
Aditya Birla Sun Life Money Manager Fund Direct Growth | 5 | 7.9% | 6.7% | 24,594.62 |
HDFC Money Market Fund Direct Plan Growth | 4 | 7.8% | 6.6% | 24,979.20 |
ICICI Prudential Money Market Direct Growth | 4 | 7.8% | 6.5% | 24,630.82 |
Holdings (22)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Punjab National Bank | Financial | CD | 8.64% |
Bank Of Baroda | Financial | CD | 6.48% |
Canara Bank | Financial | CD | 6.45% |
Indian Bank | Financial | CD | 6.36% |
PNB Housing Finance Ltd. | Financial | CP | 6.18% |
HSBC InvestDirect Financial Services India Ltd. | Financial | CP | 4.41% |
Deutsche Investments (I) Pvt. Ltd. | Financial | CP | 4.38% |
National Bank For Agriculture & Rural Development | Financial | CD | 4.33% |
HDFC Bank Ltd. | Financial | CD | 4.32% |
ICICI Securities Ltd. | Financial | CP | 4.31% |
DBS Bank Ltd. | Financial | CD | 4.31% |
LIC Housing Finance Ltd. | Financial | CP | 4.30% |
Reserve Bank of India | Financial | T-Bills | 4.27% |
Small Industries Devp. Bank of India Ltd. | Financial | CP | 4.24% |
ICICI Bank Ltd. | Financial | CD | 3.35% |
IDFC First Bank Ltd. | Financial | CD | 3.02% |
Indusind Bank Ltd. | Financial | CD | 3.02% |
ICICI Bank Ltd. | Financial | CD | 2.17% |
The Federal Bank Ltd. | Financial | CD | 2.17% |
Union Bank of India | Financial | CD | 2.16% |
HDFC Bank Ltd. | Financial | CD | 2.11% |
HDFC Bank Ltd. | Financial | CD | 2.07% |
See All
Pros and cons
Category: Debt Money Market
Pros
Exit load is zero
Lower expense ratio: 0.26%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Consistently higher annualised returns than category average for the past 1Y and 3Y
Cons
5Y annualised returns lower than category average by 0.07%
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 0.26%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹250 |
Fund management
Dwijendra SrivastavaMay 2022 - PresentView details
Dwijendra Srivastava
May 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sandeep AgarwalSep 2018 - PresentView details
Sandeep Agarwal
Sep 2018 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Money Market Fund Direct Growth
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