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.5.94%

FundN/A

Cat. Avg.6.88%

FundN/A

Cat. Avg.6.96%

FundN/A

Cat. Avg.6.18%

10Y

FundN/A

Cat. Avg.6.32%

FundN/A

Cat. Avg.14.49%

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

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

Tap to expand

Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Indian Overseas Bank - 24/02/2027	DEBT	CD	CARE A1	6.87%	95.71	7.72%
2	The Federal Bank Ltd - 29/01/2027	DEBT	CD	CRISIL A1	6.90%	72.11	5.81%
3	IndusInd Bank Ltd - 14/12/2026	DEBT	CD	CRISIL A1	7.09%	62.97	5.08%
4	Bank of Baroda - 05/02/2027	DEBT	CD	IND A1	6.79%	52.85	4.26%
5	Embassy Office Parks REIT - 12/03/2027	Alternative	REIT	CRISIL A1	7.17%	52.38	4.22%
6	364 Days - T Bill - 08/10/2026	DEBT	T-Bills	Sovereign	5.31%	49.29	3.97%
7	HDFC Bank Ltd - 05/02/2027	DEBT	CD	CRISIL A1	6.85%	48.03	3.87%
8	IDFC First Bank Ltd - 04/02/2027	DEBT	CD	CRISIL A1	7.08%	47.97	3.87%
9	Small Industries Development Bank of India - 18/02/2027	DEBT	CD	CRISIL A1	6.91%	47.90	3.86%
10	Kotak Mahindra Bank Ltd - 05/03/2027	DEBT	CD	CRISIL A1	6.76%	47.81	3.86%

Similar Funds

Nippon India ETF NIFTY 50 Bees

Nippon India Mutual Fund

NAV / Fund Size

₹275.84₹56,643.04 Cr

Incep: 12-12-2001

Other ETFsVery High RiskOther

-1.87%

0.54%

7.87%

10.41%

-11.14%

Fund Details

Nippon India ETF NIFTY 50 Bees

NAV / Fund Size₹275.84₹56,643.04 Cr

Other ETFsVery High RiskOther

-1.87%

0.54%

7.87%

10.41%

-11.14%

Bandhan Small Cap Fund - Regular Plan Growth

Bandhan Mutual Fund

Expense Ratio: 1.63

NAV / Fund Size

₹50.49₹18,930.01 Cr

Incep: 03-02-2020

Small Cap FundVery High RiskEquity

4.80%

9.52%

26.32%

18.98%

28.79%

Fund Details

Bandhan Small Cap Fund - Regular Plan Growth

NAV / Fund Size₹50.49₹18,930.01 Cr

Small Cap FundVery High RiskEquity

4.80%

9.52%

26.32%

18.98%

28.79%

Sundaram Small Cap Fund Regular Plan - Growth

Sundaram Mutual Fund

Expense Ratio: 1.93

NAV / Fund Size

₹287.96₹3,402.62 Cr

Incep: 03-01-2005

Small Cap FundVery High RiskEquity

8.09%

7.98%

17.55%

16.51%

14.70%

Fund Details

Sundaram Small Cap Fund Regular Plan - Growth

NAV / Fund Size₹287.96₹3,402.62 Cr

Small Cap FundVery High RiskEquity

8.09%

7.98%

17.55%

16.51%

14.70%

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.