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.)
₹ 5970.36
Expense Ratio
0.14%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 30800
Min Subscription
₹ 1000
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Liquid |
| Benchmark Type | Crisil Liquid Fund Index |
| Scheme AUM (in Crs.) | ₹ 5970.36 |
| Expense Ratio | 0.14% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 30800 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Reserve Bank of India
T-Bills
6.23
Tata Power Renewable Energy Ltd.
CP
4.95
Repco Home Finance Ltd.
CP
3.95
Tata Projects Ltd.
CP
3.91
Rural Electrification Corpn. Ltd.
CP
3.01
Yes Bank Ltd.
Fixed Depo
2.98
IIFL Wealth Finance Ltd.
CP
2.96
Maithon Power Ltd
CP
2.95
Piramal Enterprises Ltd.
CP
2.95
Nabha Power Ltd.
CP
2.95
Asset Allocation(%)
Treasury Bills
8.21
Commercial Paper
76.50
Debenture
4.26
Fixed Deposits
3.48
Certificate of Deposit
11.90
Sundaram Mutual Fund
AUM
₹30,800 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.
Launch Date
26 Feb 1996
Sponsor
NA
Email
distributorservices@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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.