How to check the XIRR of Sundaram Money Market Fund Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Money Market Fund Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Sundaram Money Market Fund Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Money Market Fund Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Money Market Fund Regular Plan - Growth

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

Fund6.07%

Cat. Avg.5.94%

Fund7.02%

Cat. Avg.6.88%

Fund7.10%

Cat. Avg.6.96%

Fund6.28%

Cat. Avg.6.18%

10Y

FundN/A

Cat. Avg.6.32%

Fund6.19%

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

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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	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%

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Fund Details

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Invesco India Smallcap Fund - Regular Plan - Growth

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Fund Details

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Sundaram Mid Cap Fund Regular Plan - Growth

Sundaram Mutual Fund

Expense Ratio: 1.72

NAV / Fund Size

₹1,493.51₹13,342.03 Cr

Incep: 24-06-2002

Mid Cap FundVery High RiskEquity

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Fund Details

Sundaram Mid Cap Fund Regular Plan - Growth

NAV / Fund Size₹1,493.51₹13,342.03 Cr

Mid Cap FundVery High RiskEquity

7.61%

7.97%

20.63%

18.23%

15.68%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61845	+3.1%	+6.3%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.7%	+6.7%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.7%	+6.9%
5Y	09 Aug, 21	3 L.	3.55 L.	+18.5%	+6.8%
SI	08 Oct, 18	4.70 L.	6.02 L.	+28.2%	+6.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.06 L.	+6.0%	N/A
2Y	22 Jul, 24	1 L.	1.14 L.	+14.5%	+7.0%
3Y	20 Jul, 23	1 L.	1.23 L.	+22.9%	+7.1%
5Y	20 Jul, 21	1 L.	1.36 L.	+35.6%	+6.3%
SI	27 Sep, 18	1 L.	1.60 L.	+60.0%	+6.2%

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.