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
Fund4.52%
Cat. Avg.5.94%
2Y
Fund4.21%
Cat. Avg.6.88%
3Y
Fund4.01%
Cat. Avg.6.96%
5Y
Fund2.75%
Cat. Avg.6.18%
10Y
FundN/A
Cat. Avg.6.32%
SI
Fund3.42%
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
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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 | Indian Overseas Bank - 24/02/2027 | 95.71 | 7.72% |
| 2 | The Federal Bank Ltd - 29/01/2027 | 72.11 | 5.81% |
| 3 | IndusInd Bank Ltd - 14/12/2026 | 62.97 | 5.08% |
| 4 | Bank of Baroda - 05/02/2027 | 52.85 | 4.26% |
| 5 | Embassy Office Parks REIT - 12/03/2027 | 52.38 | 4.22% |
| 6 | 364 Days - T Bill - 08/10/2026 | 49.29 | 3.97% |
| 7 | HDFC Bank Ltd - 05/02/2027 | 48.03 | 3.87% |
| 8 | IDFC First Bank Ltd - 04/02/2027 | 47.97 | 3.87% |
| 9 | Small Industries Development Bank of India - 18/02/2027 | 47.90 | 3.86% |
| 10 | Kotak Mahindra Bank Ltd - 05/03/2027 | 47.81 | 3.86% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 08 Jul, 24 | 60000 | 61130 | +1.9% | +3.7% |
| 2Y | 07 Jul, 23 | 1.20 L. | 1.25 L. | +4.4% | +4.3% |
| 3Y | 07 Jul, 22 | 1.80 L. | 1.92 L. | +6.7% | +4.3% |
| 5Y | 07 Jul, 20 | 3 L. | 3.28 L. | +9.4% | +3.6% |
| SI | 07 Jan, 19 | 3.90 L. | 4.36 L. | +11.7% | +3.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 27 Jun, 24 | 1 L. | 1.05 L. | +4.5% | +4.5% |
| 2Y | 27 Jun, 23 | 1 L. | 1.09 L. | +8.6% | +4.2% |
| 3Y | 27 Jun, 22 | 1 L. | 1.13 L. | +12.5% | +4.0% |
| 5Y | 29 Jun, 20 | 1 L. | 1.15 L. | +14.5% | +2.7% |
| SI | 01 Jan, 19 | 1 L. | 1.24 L. | +24.4% | +3.4% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.