Sundaram Money Market Fund Direct Plan - Income Distribution Cum Capital Withdrawal(IDCW)

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

You can track the exact XIRR and portfolio overlapping of Sundaram Money Market Fund Direct Plan - 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 Direct Plan - Income Distribution cum Capital Withdrawal(IDCW)?

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

Sundaram Mutual Fund

Expense Ratio: 0.17

Risk: Low to Moderate

Debt Scheme - Money Market Fund

Plan: Direct

Benchmark: NIFTY Money Market Index A-I

Inception: 12-09-2018

Exit Load: Nil

Fund Size:₹2,054.62 Cr

Performance

Fund-0.02%

Cat. Avg.6.21%

Fund0.49%

Cat. Avg.7.20%

Fund0.37%

Cat. Avg.7.28%

Fund0.26%

Cat. Avg.6.52%

10Y

FundN/A

Cat. Avg.6.64%

Fund1.61%

Cat. Avg.11.31%

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%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61231	+2.1%	+4.3%
2Y	07 Aug, 24	1.20 L.	1.22 L.	+1.5%	+1.5%
3Y	07 Aug, 23	1.80 L.	1.83 L.	+1.4%	+0.9%
5Y	09 Aug, 21	3 L.	3.04 L.	+1.4%	+0.6%
SI	08 Oct, 18	4.70 L.	4.84 L.	+3.1%	+0.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	99981	-0.0%	-0.0%
2Y	16 Jul, 24	1 L.	1.01 L.	+1.0%	+0.5%
3Y	17 Jul, 23	1 L.	1.01 L.	+1.1%	+0.4%
5Y	16 Jul, 21	1 L.	1.01 L.	+1.3%	+0.3%
SI	27 Sep, 18	1 L.	1.13 L.	+13.3%	+1.6%

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.