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Sundaram Money Fund

Sundaram Money Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

5.27

as on 30 Jul 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,668 today.

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NAV Performance

Sundaram Money Fund performance graph for last 3 years
Performance of Sundaram Money Fund for last 3 Years

Fund Information

  • ₹ 43.585

    as on 30 Jul 2021
  • Regular - Growth

  • 9 / 39

  • ₹ 1,000

  • ₹ 2,949 Cr.

    as on 30 Jul 2021
  • 0.26%

    since 31 May 2021
  • 08 Dec 2005

  • Debt - Liquid Fund

  • CRISIL 10 Year Gilt Index

  • sundaram mutual fund

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Highlights of this fund

Sundaram Money Fund is an Open-ended Debt Fund. The fund belongs to Liquid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 08 Dec 2005. This fund is offered by one of the top AMC (Assets Management Company) sundaram mutual fund. You can also view here all other Debt funds offered by sundaram mutual fund.

Latest NAV of the fund is ₹ 43.585 as on 30 Jul 2021.

This fund has 15 years of track record. Since 31 May 2021 expense ratio of this fund is 0.26%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund 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.

List of Fund Managers of Sundaram Money Fund

  • About Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About Siddharth Chaudhary

    Picture of Siddharth ChaudharyMr. Chaudhary is a B.Com (H) and PGDM (Securities Markets). Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Low Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.29% 1.67% 2.57% 3.56% 5.52% 5.53% 5.85% 6.35% 69.50% 4.11% 4.51% 5.10% 5.76% 28.67%
Category Average 0.11% 0.31% 0.85% 1.66% 3.24% 4.15% 5.08% 5.79% 9.58% 3.19% 3.58% 4.27% 5.14% 7.32%
Sundaram Money Fund 0.09%₹ 10,009 0.29%₹ 10,028 0.82%₹ 10,081 1.64%₹ 10,164 3.25%₹ 10,324 3.26%₹ 12,210 4.21%₹ 10,860 3.67%₹ 24,922 5.27%₹ 11,668 4.35%₹ 38,467 5.91%₹ 13,326 5.25%₹ 68,516 7.44%₹ 20,504 6.56%₹ 1,68,099
IDBI Liquid Fund 0.09%₹ 10,008 0.31%₹ 10,030 0.86%₹ 10,086 1.68%₹ 10,168 3.40%₹ 10,339 3.39%₹ 12,219 4.44%₹ 10,908 3.88%₹ 24,978 5.43%₹ 11,721 4.54%₹ 38,584 6.00%₹ 13,384 5.39%₹ 68,772 7.45%₹ 20,521 6.61%₹ 1,68,588
SBI Liquid Fund 0.09%₹ 10,009 0.29%₹ 10,028 0.80%₹ 10,080 1.61%₹ 10,161 3.20%₹ 10,320 3.21%₹ 12,207 4.19%₹ 10,857 3.64%₹ 24,915 5.21%₹ 11,647 4.31%₹ 38,444 5.84%₹ 13,285 5.19%₹ 68,424 7.39%₹ 20,407 6.51%₹ 1,67,660
Parag Parikh Liquid Fund 0.07%₹ 10,007 0.27%₹ 10,027 0.79%₹ 10,079 1.56%₹ 10,156 3.04%₹ 10,303 3.05%₹ 12,197 3.80%₹ 10,775 3.32%₹ 24,835 4.65%₹ 11,461 3.89%₹ 38,200 - - - -
Kotak Liquid Fund 0.10%₹ 10,009 0.26%₹ 10,026 0.81%₹ 10,080 1.60%₹ 10,160 3.15%₹ 10,315 3.18%₹ 12,205 4.14%₹ 10,846 3.60%₹ 24,905 5.18%₹ 11,637 4.27%₹ 38,421 5.86%₹ 13,298 5.18%₹ 68,395 7.41%₹ 20,454 6.52%₹ 1,67,764
Axis Liquid Fund 0.09%₹ 10,008 0.29%₹ 10,029 0.82%₹ 10,082 1.62%₹ 10,162 3.21%₹ 10,320 3.23%₹ 12,208 4.26%₹ 10,872 3.69%₹ 24,927 5.31%₹ 11,680 4.38%₹ 38,487 5.97%₹ 13,362 5.29%₹ 68,596 7.46%₹ 20,554 6.60%₹ 1,68,465

Portfolio Holdings

Portfolio holdings pattern of Sundaram Money Fund as on 31 Jul 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    97.04%
  • Others Holdings:

    2.93%

Top Debt Instrument Type holdings of Sundaram Money Fund

Instrument TypeHolding PercentageHolding Values in Crore
CP 54.52% ₹ 1,608.66 Cr.
T-Bills 39.15% ₹ 1,154.68 Cr.
CD 3.37% ₹ 99.41 Cr.
Others 2.96% -

Top Debt Holdings of Sundaram Money Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 39.15% ₹ 1,154.68 Cr.
Bond - Reliance Industries Ltd. 6.77% ₹ 199.59 Cr.
Bond - Housing Development Finance Corporation Ltd. 6.76% ₹ 199.39 Cr.
Bond - Reliance Jio Infocomm Ltd. 6.75% ₹ 199.44 Cr.
Bond - National Bank for Agriculture & Rural Development 5.07% ₹ 149.49 Cr.
Others 35.50%

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 4.10%
TREPS 2.93%
Net Receivables -4.10%