• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Money Fund (Growth)

Formerly Sundaram Money Super Instl Gr

Sundaram Mutual Fund

Sundaram Money Fund (Growth)

DebtLiquid

44.1929

NAV (Dec 31)

4.7%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

44.1929

NAV (Dec 31)

Fund Returns

Last 1Y

3.3%

Last 3Y

4.7%

Last 5Y

5.6%

Last 10Y

7.2%

Since Inception

7.2%

6 Month CAGR

1.7%

Scheme Information

Investment Objective

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 (18y ago)

Dec 08, 2005

AUM in Crores

2604.416

ISIN

INF903J01GU2

Lock-in

No Lock-in

Benchmark

Nifty Liquid Index TR INR

SIP Minimum

1000

Lumpsum Min.

1000

Standard Deviation (3yr)

0.5

Standard Deviation (5yr)

0.5

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

3.49789

Fund Managers

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Money Fund (Growth)70%838,183 105,5715.6%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2021-12-31

Top Debt Holdings

See all holdings

Compare Sundaram Money Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

-

₹ 52,076 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 58,405 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.8%

    8.3%

    17.6%

    18.8%

    11.6%

    11.1%

    10.6%

    13.7%

    11.7%

    7.2%

    Sundaram Money Fund (G) Review

    Sundaram Money Fund (G) is a Liquid Debt fund and has delivered an annualised return of 7.2% over a period of 17 years. The fund was previously known as Sundaram Money Super Instl Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.

    Nav of Sundaram Money Fund (G) as of 12/31/2021 is ₹44.19 with the total AUM as of 1/28/2023 is ₹2604.416. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Money Fund (G) was launched on Dec 08, 2005. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Money Fund (G) is ₹1000 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 (G) 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 (G) 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 (G).

    Frequently Asked Questions

    What is Sundaram Money Fund (G)?

    Sundaram Money Fund (G) is a Liquid Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Money Fund (G)?

    You can invest in Sundaram Money Fund (G) 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 (G)?

    The minimum sip amount for Sundaram Money Fund (G) is ₹1000. You can invest in multiples of ₹1000.

    Is Sundaram Money Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Money Fund (G) is a Not Reviewed Yet fund. You can investSundaram Money Fund (G) 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 (G)?

    The expense ratio of the Sundaram Money Fund (G) is 0.28% for regular plan.