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 Type
Open-ended
Scheme Category
Liquid
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 4770.61
Expense Ratio
0.14%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 30497
Min Subscription
₹ 1000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
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
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 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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