SCHEME OVERVIEW

Sundaram Money Market Fund Regular Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Category: Debt: Money Market
Launch Date: 26-09-2018
Asset Class: Fixed Income
Benchmark: Nifty Money Market Index A-I
Expense Ratio: 0.5% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,259.81 Cr As on (31-03-2025)
Turn over:
NAV as on 29-04-2025

12.6866

0 (0.0205%)

CAGR Since Inception

3.83%

Nifty Money Market Index A-I 6.37%

PERFORMANCE of Sundaram Money Market Fund Regular Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Money Market Fund Regular Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 5.32 4.3 3.03 - 3.83
Benchmark - - - - -
Debt: Money Market 7.71 6.85 5.78 6.57 6.41

Yearly Performance (%)

Nav Movement

Fund Managers

Dwijendra Srivastava, Sandeep Agarwal

Investment Objective

The scheme seeks to generate income by investing in a porfolio comprising of Money Market instruments having maturity up to one year.

RETURNS CALCULATOR for Sundaram Money Market Fund Regular Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Money Market Fund Regular Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Money Market Fund Regular Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 0.52 0.22 2.33 1.1 7.14 0.78
Debt: Money Market - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Money Market Fund Regular Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 26-09-2018 5.32 4.9 4.3 3.03 0.0
UTI MMF - Regular Plan - Growth Option 01-07-2009 8.08 7.8 7.23 6.16 6.83
Franklin India Money Market Fund - Growth Option 11-02-2002 8.07 7.72 7.05 5.94 6.85
Axis Money Market Fund - Regular Plan - Growth Option 05-08-2019 8.05 7.76 7.17 6.12 0.0
ICICI Prudential Money Market Fund Option - Growth 01-03-2006 8.05 7.77 7.17 6.13 6.8
Nippon India Money Market Fund-Growth Plan-Growth Option 01-06-2005 8.01 7.77 7.22 6.13 6.84
Tata Money Market Fund-Regular Plan - Growth Option 20-05-2003 8.0 7.75 7.17 6.19 6.05
Aditya Birla Sun Life Money Manager Fund - Growth 10-10-2005 8.0 7.77 7.2 6.22 6.93
Aditya Birla Sun Life Money Manager Fund - Retail Growth 05-06-2003 8.0 7.77 7.2 6.23 6.93
Kotak Money Market Fund - (Growth) 14-07-2003 7.99 7.73 7.15 6.0 6.77

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Money Market Fund Regular Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)