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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.16 | 7.48 | 10.76 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.46 | 10.46 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Money Market Index |
Money market funds are debt funds. They invest in short-term sebt securities such as treasury bills and commercial papers. They generally maintain high levels of liquidity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Money Market Fund(Q-IDCW) | 4.94% | 3.86% | 3.63% |
Kotak Money Market Fund(M-IDCW Payout) | 4.57% | 4.87% | 1.46% |
SBI Savings Fund(W-IDCW Payout) | 6.28% | 6.26% | 2.33% |
ICICI Pru Money Market Fund(IDCW-Payout) | 7.77% | 5.37% | 4.92% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Debt
Others
Holdings
4.33 %
Holdings
4.32 %
Holdings
4.30 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,028.66 Cr.
Sandeep Agarwal
AUM: ₹20,712.41 Cr.
|
Exp: —
Dwijendra Srivastava
AUM: ₹25,606.07 Cr.
|
Exp: 13.2yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%