- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Money Fund Institutional (RIDCW-D)
Formerly Sundaram Money Instl Dl DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.0953
NAV (Dec 31)
Fund Returns
Last 1Y | 3.3% |
Last 3Y | 3.7% |
Last 5Y | 4.2% |
Last 10Y | 5.2% |
Since Inception | 5.1% |
6 Month CAGR | 1.7% |
Scheme Information
To provide a level of income consistent with the preservation of capital,liquidity and lower level of risk,through investments made primarily in money market and debt securities. The aim is to optimize returns while providing liquidity.
Expense Ratio | 0.28 |
Launched (19y ago) | Sep 09, 2004 |
AUM in Crores | 2604.416 |
ISIN | INF903J01GP2 |
Lock-in | No Lock-in |
Benchmark | Nifty Liquid Index TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 1000 |
Standard Deviation (3yr) | 0.3 |
Standard Deviation (5yr) | 0.3 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 3.49789 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Money Fund Institutional (RIDCW-D) | 8,10,001 | 77,389 | 4.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.4% | 8.5% | ||
29.2% | 20.1% | ||
31.8% | 12.3% | ||
29.9% | 14.4% | ||
13.7% | 7.4% |
Sundaram Money Fund Institutional (RIDCW-D) Review
Sundaram Money Fund Institutional (RIDCW-D) is a Liquid Debt fund and has delivered an annualised return of 5.1% over a period of 19 years. The fund was previously known as Sundaram Money Instl Dl DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.
Nav of Sundaram Money Fund Institutional (RIDCW-D) as of 12/31/2021 is ₹10.10 with the total AUM as of 10/4/2023 is ₹2604.416. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Money Fund Institutional (RIDCW-D) was launched on Sep 09, 2004. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Sundaram Money Fund Institutional (RIDCW-D) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹1000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Money Fund Institutional (RIDCW-D) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Liquid Index TR INR.
Sundaram Money Fund Institutional (RIDCW-D) is rated as a 0 fund in Debt and delivered 3.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Money Fund Institutional (RIDCW-D).
Frequently Asked Questions
What is Sundaram Money Fund Institutional (RIDCW-D)?
How to invest in Sundaram Money Fund Institutional (RIDCW-D)?
You can invest in Sundaram Money Fund Institutional (RIDCW-D) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Money Fund Institutional (RIDCW-D)?
The minimum sip amount for Sundaram Money Fund Institutional (RIDCW-D) is ₹0. You can invest in multiples of ₹1000.
Is Sundaram Money Fund Institutional (RIDCW-D) good to invest in?
As per Scripbox experts, Sundaram Money Fund Institutional (RIDCW-D) is a Not Reviewed Yet fund. You can investSundaram Money Fund Institutional (RIDCW-D) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Money Fund Institutional (RIDCW-D)?
The expense ratio of the Sundaram Money Fund Institutional (RIDCW-D) is 0.28% for regular plan.