Home Mf Research Sundaram Money Market Fund

Sundaram Money Market Fund

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  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
Fund info
NAV (as on 2026-02-20)
₹15.59 0.03%
AUM (Fund Size)
N/A
Expense Ratio
0.29%
Exit load
NIL
Risk
Low to Moderate
AMC
SUNDARAM MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-02-13 ₹1,000.00 ₹1,000.93
0.09 %
Two Week 2026-02-05 ₹1,000.00 ₹1,002.62
0.26 %
One Month 2026-01-21 ₹1,000.00 ₹1,005.77
0.58 %
Three Months 2025-11-24 ₹3,000.00 ₹3,027.11
0.90 %
Six Months 2025-08-25 ₹6,000.00 ₹6,097.38
1.62 %
One Year 2025-02-20 ₹12,000.00 ₹12,409.04
3.41 %
Three Year 2023-02-21 ₹36,000.00 ₹40,140.39
11.50 %
Five Year 2021-02-22 ₹60,000.00 ₹71,305.10
18.84 %
Since Inception 2018-09-26 ₹91,000.00 ₹115,038.91
26.42 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Sundaram Money Market Fund

Unknown
0%
Banking
100%
Finance
28%
Telecom
2%
Energy
5%
Consumer Goods
4%
IT Services
6%

Companies Holding in Sundaram Money Market Fund

Unknown
Unknown%
Kotak Mahindra Bank Ltd
9.1%
National Bank For Agriculture & Rural Development
7.9%
Bank Of India
6.9%
Indian Bank
6.9%
Small Industries Development Bank Of India
5.7%
Bank Of Baroda
5.2%
Punjab National Bank
4.6%
Canara Bank
3.5%
IndusInd Bank Ltd
3.1%
HDFC Bank Ltd
2.7%
AU Small Finance Bank Ltd
2.2%
The Federal Bank Ltd
2.2%
IDBI Bank Ltd
2.2%
IDFC First Bank Ltd
1.3%
DBS Bank India Ltd
0.9%
ICICI Bank Ltd
0.7%
Axis Bank Ltd
0.5%
Export Import Bank Of India
7.0%
ICICI Securities Ltd
3.5%
LIC Housing Finance Ltd
3.1%
Bharti Telecom Ltd
2.2%
Motilal Oswal Financial Services Ltd
2.2%
Julius Baer Capital (India) Private Ltd
1.4%
PNB Housing Finance Ltd
1.4%
TREPS
11.5%
Bank Of Baroda
10.00%
State Bank Of India
9.50%
HDFC Bank
8.20%
ICICI Bank
7.80%
Axis Bank
6.50%
Reliance Industries Ltd.
5.00%
Hindustan Unilever
4.40%
Infosys
3.70%
Tata Consultancy Services
3.50%
Kotak Mahindra Bank
3.00%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Low To Moderate

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
0.29
Expense Ratio Direct
0.17
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Dwijendra Srivastava
Experience
Sandeep Agarwal
Experience

Exit load

NIL

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