Sundaram Money Market Fund Regular Plan- Income Distribution Cum Capital Withdrawal (IDCW)
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
Fund-0.16%
Cat. Avg.5.88%
2Y
Fund0.38%
Cat. Avg.6.86%
3Y
Fund0.30%
Cat. Avg.6.94%
5Y
Fund0.22%
Cat. Avg.6.16%
10Y
FundN/A
Cat. Avg.6.31%
SI
Fund1.33%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | TREPS | 137.72 | 7.09% |
| 2 | HDFC Bank Ltd - 24/02/2027 | 103.15 | 5.31% |
| 3 | 364 Days - T Bill - 04/03/2027 | 95.02 | 4.89% |
| 4 | Indian Overseas Bank - 24/02/2027 | 93.67 | 4.82% |
| 5 | Bank of Baroda - 08/03/2027 | 84.27 | 4.34% |
| 6 | The Federal Bank Ltd - 29/01/2027 | 70.69 | 3.64% |
| 7 | 182 Days - T Bill - 11/06/2026 | 69.27 | 3.56% |
| 8 | National Bank for Agriculture & Rural Development - 18/03/2027 | 65.44 | 3.37% |
| 9 | IndusInd Bank Ltd - 14/12/2026 | 61.67 | 3.17% |
| 10 | Muthoot Finance Ltd - 12/03/2027 | 55.89 | 2.88% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61184 | +2.0% | +4.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.22 L. | +1.4% | +1.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.82 L. | +1.2% | +0.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.04 L. | +1.2% | +0.5% |
| SI | 07 Jan, 19 | 4.55 L. | 4.67 L. | +2.5% | +0.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 99836 | -0.2% | -0.2% |
| 2Y | 16 Jul, 24 | 1 L. | 1.01 L. | +0.8% | +0.4% |
| 3Y | 17 Jul, 23 | 1 L. | 1.01 L. | +0.8% | +0.3% |
| 5Y | 16 Jul, 21 | 1 L. | 1.01 L. | +1.1% | +0.2% |
| SI | 01 Jan, 19 | 1 L. | 1.10 L. | +10.5% | +1.3% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.