Sundaram Money Market Fund Regular Plan - Growth
Expense Ratio: 0.29
Risk: Low to Moderate
Debt Scheme - Money Market Fund
Plan: Regular
Benchmark: NIFTY Money Market Index A-I
Inception: 12-09-2018
Exit Load: Nil
Fund Size:₹2,054.62 Cr
Performance
1Y
Fund6.26%
Cat. Avg.6.12%
2Y
Fund6.93%
Cat. Avg.6.75%
3Y
Fund7.11%
Cat. Avg.6.94%
5Y
Fund6.44%
Cat. Avg.6.30%
10Y
FundN/A
Cat. Avg.6.29%
SI
Fund6.21%
Cat. Avg.14.46%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Indian Overseas Bank - 24/02/2027 | 95.71 | 7.72% |
| 2 | The Federal Bank Ltd - 29/01/2027 | 72.11 | 5.81% |
| 3 | IndusInd Bank Ltd - 14/12/2026 | 62.97 | 5.08% |
| 4 | Bank of Baroda - 05/02/2027 | 52.85 | 4.26% |
| 5 | Embassy Office Parks REIT - 12/03/2027 | 52.38 | 4.22% |
| 6 | 364 Days - T Bill - 08/10/2026 | 49.29 | 3.97% |
| 7 | HDFC Bank Ltd - 05/02/2027 | 48.03 | 3.87% |
| 8 | IDFC First Bank Ltd - 04/02/2027 | 47.97 | 3.87% |
| 9 | Small Industries Development Bank of India - 18/02/2027 | 47.90 | 3.86% |
| 10 | Kotak Mahindra Bank Ltd - 05/03/2027 | 47.81 | 3.86% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61856 | +3.1% | +6.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.28 L. | +6.5% | +6.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.99 L. | +10.5% | +6.8% |
| 5Y | 08 Nov, 21 | 3 L. | 3.56 L. | +18.5% | +6.9% |
| SI | 08 Oct, 18 | 4.85 L. | 6.27 L. | +29.3% | +6.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.06 L. | +6.3% | +6.3% |
| 2Y | 16 Oct, 24 | 1 L. | 1.14 L. | +14.3% | +6.9% |
| 3Y | 16 Oct, 23 | 1 L. | 1.23 L. | +22.9% | +7.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.37 L. | +36.6% | +6.4% |
| SI | 27 Sep, 18 | 1 L. | 1.62 L. | +62.5% | +6.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.