Sundaram Money Fund - Direct Plan
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.
Suitability
This product is suitable for investors who are seeking
• Short term income
• preservation of capital, liquidity and lower level of risk through investments made primarily in money market and debt securities
Fund Info
| Scheme Class | Debt |
| Scheme Category | Liquid |
| Benchmark Type | Crisil Liquid Fund Index |
| Expense Ratio | 0.14% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 4,771 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 100 | 100 | 7.22% | |
| 100 | 500 | 7.14% | |
| 1000 | 500 | 7.21% | |
| 1000 | 1000 | 7.16% | |
| 1000 | 1000 | 7.2% | |
| 1000 | 1000 | 7.2% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Cash And Other Net Current Assets | Cash | 16 |
| Tata Power Renewable Energy Limited | Bond - Undefined | 5 |
| AXIS BANK LIMITED | Cash - CD Time Deposit | 4 |
| GODREJ & BOYCE MANUFACTURING COMPANY LIMITED | Cash - Commercial Paper | 4 |
| Vijaya Bank | Bond - Undefined | 4 |
| INDUSIND BANK LIMITED | Cash - CD Time Deposit | 3 |
| National Fertilizers Limited | Bond - Gov't Agency Debt | 3 |
| Chambal Fertiliser | Bond - Undefined | 3 |
| ADITYA BIRLA FASHION AND RETAIL LIMITED | Cash - Commercial Paper | 3 |
| MAITHON POWER LIMITED | Cash - Commercial Paper | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Undefined | 42 |
| Cash - Commercial Paper | 38 |
| Cash - CD Time Deposit | 22 |
| Cash | 16 |
| Bond - Corporate Bond | 10 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Undefined | 42 |
| Cash - Commercial Paper | 38 |
| Cash - CD Time Deposit | 22 |
| Cash | 16 |
| Bond - Corporate Bond | 10 |
Sundaram Mutual Fund
AUM
₹30,497 Cr
About
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
Email
rahulm@sundarammutual.com
Phone
1860 425 7237
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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