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  • Sundaram Mutual Fund
  • Sundaram Money Market fund (Growth)
Sundaram Mutual Fund

Sundaram Money Market fund (Growth)

DebtMoney Market

13.7287

NAV (Apr 19)

5.5%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in money market mutual funds.

Money market funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Money Market Funds invest in money market instruments with maturity upto 1 year.

This category accounts for close to 5% of the total Debt fund assets.

Funds in this category have a credit quality and return similar to Liquid Funds however they tend to have higher variations when interest rates change.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns metric has been Neutral

Scripbox Recommended Money Market Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.7287

NAV (Apr 19)

Fund Returns

Last 1Y
7.2%
Last 3Y
5.5%
Last 5Y
5.6%
Last 10Y
NA
Since Inception
5.9%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate income by investing in a porfolio comprising of Money Market instruments having maturity up to one year

Expense Ratio
0.34
Launched (6y ago)
Sep 26, 2018
AUM in Crores
113.678
ISIN
INF903JA1FJ3
Lock-in
No Lock-in
Benchmark
Nifty Money Market TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.5
Standard Deviation (5yr)
0.6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.188
Sharpe Ratio (5yr)
0.956
YTM
7.53984
Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Money Market fund (Growth)70%8,38,183 1,05,5715.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-04-19

Top Debt Holdings

treps

9.8%
9.8%

axis bank ltd.

8.2%
8.2%

dbs bank india ltd.

8.2%
8.2%

hdfc bank ltd.

8.2%
8.2%

national bank for agriculture and rural development

8.2%
8.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.9%

8.7%

23.5%

20.5%

5.1%

4.8%

22.6%

12.9%

20.4%

%

Sundaram Money Market fund (G) Review

Sundaram Money Market fund (G) is a Money Market Debt fund and has delivered an annualised return of 5.9% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

Nav of Sundaram Money Market fund (G) as of 4/19/2024 is ₹13.73 with the total AUM as of 4/20/2024 is ₹113.678. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Money Market fund (G) was launched on Sep 26, 2018. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for Sundaram Money Market 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 ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Money Market 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 Money Market TR INR.

Sundaram Money Market fund (G) is rated as a 2 fund in Debt and delivered 7.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Money Market fund (G).

Frequently Asked Questions

What is Sundaram Money Market fund (G)?

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

How to invest in Sundaram Money Market fund (G)?

You can invest in Sundaram Money Market 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 Market fund (G)?

The minimum sip amount for Sundaram Money Market fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Money Market fund (G) good to invest in?

As per Scripbox experts, Sundaram Money Market fund (G) is a Neutral fund. You can investSundaram Money Market 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 Market fund (G)?

The expense ratio of the Sundaram Money Market fund (G) is 0.34% for regular plan.