Sundaram Money Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Liquid
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 5026.52
Expense Ratio
0.15%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 33103
Min Subscription
₹ 1000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
38.3429
(0.02 %)
NAV as on 2018-11-16
Returns
Fund
Sundaram Money Fund - Direct Plan
1 Year
7.31%
3 Year
7.29%
5 Year
7.92%
AMC Details
amc launch date
Launch Date
26 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
ravis@sundarammutual.com
amc phone
Phone
044 - 28583362
amc address
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600014
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to provide income and liquidity from a portfolio of debt and money market instruments.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,129
Portfolio Value
129
Total Returns