Sundaram Money Growth

Debt

Liquid

Low to Moderate Risk

+4.68%

3Y annualised

+0.01% 1D

All

NAV: 31 Dec '21

₹44.19

Min. SIP amount

Not Supported

Fund size

₹3,144.09 Cr

Expense ratio

0.28%

Holdings (28)

Name	Sector	Instruments	Assets
Reserve Bank of India	Financial	T-Bills	6.31%
Reserve Bank of India	Financial	T-Bills	5.39%
Small Industries Devp. Bank of India Ltd.	Financial	CP	4.76%
Reserve Bank of India	Financial	T-Bills	4.04%
Chennai Petroleum Corporation Ltd.	Energy	CP	3.18%
Reliance Jio Infocomm Ltd.	Communication	CP	3.18%
DBS Bank Ltd.	Financial	CD	3.18%
Export-Import Bank Of India	Financial	CD	3.17%
Housing Development Finance Corpn. Ltd.	Financial	CP	3.16%
Axis Bank Ltd.	Financial	CD	3.16%
Axis Bank Ltd.	Financial	CD	3.16%
Housing Development Finance Corpn. Ltd.-Warrant	Financial	CP	3.15%
Tata Power Renewable Energy Ltd.	Engineering	CP	2.52%
The Ramco Cements Ltd.	Construction	CP	2.38%
Berger Paints India Ltd.	Chemicals	CP	2.37%
Aditya Birla Money Ltd.	Financial	CP	1.90%
Reserve Bank of India	Financial	T-Bills	1.75%
Reliance Industries Ltd.	Energy	CP	1.59%
Standard Chartered Investment & Loan India Ltd.	Financial	CP	1.59%
Reserve Bank of India	Financial	T-Bills	1.59%
National Bank For Agriculture & Rural Development	Financial	CP	1.58%
Reliance Jio Infocomm Ltd.	Communication	CP	1.58%
Reliance Industries Ltd.	Energy	CP	1.58%
IGH Holdings Pvt. Ltd.	Communication	CP	1.27%
Reliance Industries Ltd.	Energy	CP	0.79%
Blue Star Ltd.	Consumer Durable	CP	0.79%
Can Fin Homes Ltd.	Financial	CP	0.79%
Tata Power Renewable Energy Ltd.	Engineering	CP	0.79%

See All

Minimum investments

Min. for 1st investment

Not Supported

Min. for 2nd investment

Not Supported

Min. for SIP

Not Supported

Returns and rankings

Annualised returns

Absolute returns

Name	3Y	5Y	10Y	All
Fund returns	+4.7%	+5.6%	+7.2%	+7.2%
Category average (Debt Liquid)	+6.8%	+5.7%	+6.0%	--
Rank (Debt Liquid)	13	15	13	--

Exit load, stamp duty and tax

Exit load

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.

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

Compare similar funds

	Name	1Y	3Y	Fund Size(Cr)
	Bank of India Liquid Fund Growth	+6.53%	+7.00%	1,107.10
	Aditya Birla Sun Life Liquid Fund Growth	+6.47%	+6.95%	47,273.08
	Invesco India Liquid Fund Growth	+6.46%	+6.93%	16,203.24
	DSP Liquidity Plan Growth	+6.47%	+6.93%	21,344.34
	Sundaram Money Growth	+3.29%	+4.68%	3,144.09
Compare

About Sundaram Money Growth

Sundaram Money Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,948 Cr and the Latest NAV as of 31 Dec 2021 is ₹44.19. The Sundaram Money Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹500. 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. ;