Sundaram Money Market Fund Direct IDCW Monthly

Sundaram Money Market Fund Direct IDCW Monthly

+7.36%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Mar '26
₹11.08
Min. for SIP
₹250
Fund size
₹2,334.48 Cr
Expense ratio
0.18%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,349
+1.16%
1 year₹60,000₹61,655
+2.76%
3 years₹1,80,000₹1,99,467
+10.81%
5 years₹3,00,000₹3,54,976
+18.33%

Holdings (45)

NameSectorInstrumentsAssets
Export-Import Bank Of IndiaFinancialCD6.83%
HDFC Bank Ltd.FinancialCD4.41%
Indian Overseas BankFinancialCD4.00%
Small Industries Devp. Bank of India Ltd.FinancialCP3.15%
The Federal Bank Ltd.FinancialCD3.02%
Reserve Bank of IndiaFinancialT-Bills2.95%
HDB Financial Services Ltd.FinancialCP2.14%
Infina Finance Pvt. Ltd.FinancialCP2.14%
Kotak Mahindra Bank Ltd.FinancialCD2.14%
Embassy Office Parks REITConstructionCP2.13%
Export-Import Bank Of IndiaFinancialCP2.10%
Canara BankFinancialCD2.10%
Bank Of BarodaFinancialCD2.10%
IDBI Bank Ltd.FinancialCD2.10%
Tata Projects Ltd.ConstructionCP2.06%
Axis Bank Ltd. WarrantFinancialCD2.05%
Reserve Bank of IndiaFinancialT-Bills2.03%
Axis Bank Ltd.FinancialCD2.03%
Bank Of BarodaFinancialCD2.01%
Punjab National BankFinancialCD2.01%
HDFC Bank Ltd.FinancialCD2.01%
IDFC First Bank Ltd.FinancialCD2.01%
National Bank For Agriculture & Rural DevelopmentFinancialCD2.01%
Small Industries Devp. Bank of India Ltd.FinancialCD2.01%
ICICI Securities Ltd.FinancialCP1.71%
IIFL Finance Ltd.FinancialCP1.68%
Bank Of BarodaFinancialCD1.63%
Small Industries Devp. Bank of India Ltd.FinancialCD1.63%
Bank Of BarodaFinancialCD1.62%
Small Industries Devp. Bank of India Ltd.FinancialCD1.61%
Bank Of BarodaFinancialCD1.61%
Infina Finance Pvt. Ltd.FinancialCP1.59%
Punjab National BankFinancialCD1.41%
Tamilnadu StateOthersSDL1.30%
Punjab National BankFinancialCD1.07%
Aditya Birla Money Ltd.FinancialCP1.07%
Birla Group Holdings Pvt. Ltd.FinancialCP1.05%
Axis Bank Ltd.FinancialCD1.05%
Axis Bank Ltd.FinancialCD1.02%
AU Small Finance Bank Ltd.FinancialCD1.02%
Small Industries Devp. Bank of India Ltd.FinancialCD1.01%
Cholamandalam Investment and Finance Company Ltd.FinancialCP1.00%
Motilal Oswal Financial Services Ltd.FinancialCP1.00%
360 One Wam Ltd.FinancialCP1.00%
Axis Bank Ltd.FinancialCD0.41%
See All

Minimum investments

Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹250

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+7.2%+7.4%+6.2%+6.3%
Category average (Debt Money Market)+7.2%+7.2%+5.9%--
Rank (Debt Money Market)161716--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Fund management

DS
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

About Sundaram Money Market Fund Direct IDCW Monthly

Sundaram Money Market Fund Direct IDCW Monthly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Money Market Fund Direct IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 11 Mar 2026 is ₹11.08. The Sundaram Money Market Fund Direct IDCW Monthly is rated Low to Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹1,000. ;

Investment Objective

The scheme seeks to generate income by investing in a porfolio comprising of Money Market instruments having maturity up to one year.
Fund benchmarkNIFTY Money Market Index A-I

Fund house

Rank (total assets)#17 in India
Total AUM₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianHDFC Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,