Sundaram Money Market Fund Regular Plan - Fortnightly Reinvestment Of Income Distribution Cum Capital Withdrawal (IDCW)

Q: How to check the XIRR of Sundaram Money Market Fund Regular Plan - Fortnightly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?

You can track the exact XIRR and portfolio overlapping of Sundaram Money Market Fund Regular Plan - Fortnightly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Money Market Fund Regular Plan - Fortnightly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Money Market Fund Regular Plan - Fortnightly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

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

FundN/A

Cat. Avg.5.88%

FundN/A

Cat. Avg.6.86%

FundN/A

Cat. Avg.6.94%

FundN/A

Cat. Avg.6.16%

10Y

FundN/A

Cat. Avg.6.31%

FundN/A

Cat. Avg.14.48%

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	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo	6.33%	137.72	7.09%
2	HDFC Bank Ltd - 24/02/2027	DEBT	CD	CRISIL A1	7.37%	103.15	5.31%
3	364 Days - T Bill - 04/03/2027	DEBT	T-Bills	Sovereign	5.67%	95.02	4.89%
4	Indian Overseas Bank - 24/02/2027	DEBT	CD	CARE A1	7.49%	93.67	4.82%
5	Bank of Baroda - 08/03/2027	DEBT	CD	IND A1	7.28%	84.27	4.34%
6	The Federal Bank Ltd - 29/01/2027	DEBT	CD	CRISIL A1	7.34%	70.69	3.64%
7	182 Days - T Bill - 11/06/2026	DEBT	T-Bills	Sovereign	5.39%	69.27	3.56%
8	National Bank for Agriculture & Rural Development - 18/03/2027	DEBT	CD	CRISIL A1	7.25%	65.44	3.37%
9	IndusInd Bank Ltd - 14/12/2026	DEBT	CD	CRISIL A1	7.67%	61.67	3.17%
10	Muthoot Finance Ltd - 12/03/2027	DEBT	CP	CRISIL A1	7.79%	55.89	2.88%

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Fund Details

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Fund Details

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NAV / Fund Size₹287.96₹3,402.62 Cr

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8.09%

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17.55%

16.51%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	06 Jun, 24	1 L.	100000	-0.0%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.