Sundaram Money Fund - IDCW - Suspended Plan

This Scheme Sundaram Money Fund - IDCW - Suspended Plan is Merged with
  • Previous Nav

  • Net Change on 31-12-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Suspended Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide a level of income consistent with the preservation of capital, liquidity and lower levelof risk, through investments made primarily in money market and debt securities. The aim is to optimize returns while providing liquidity.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Money Fund Retail Plan - Fortnightly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 3.77 3.69 3.48 4.08 4.54 5.20
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
Nifty Liquid Fund Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Liquid Fund - Retail Plan - Daily IDCW Mar 01, 2010 6.68 6.46 5.02 0.76 26,451.41
Axis Liquid Fund - Retail Plan - Monthly IDCW Mar 08, 2010 6.71 6.50 5.06 0.76 26,451.41
Axis Liquid Fund - Retail Plan - Weekly IDCW Mar 03, 2010 7.24 6.70 5.16 0.76 26,451.41
Franklin India Liquid Fund - Institutional Plan - Daily - IDCW Jun 22, 2004 6.81 6.53 5.03 0.61 1,593.22
Franklin India Liquid Fund - Institutional Plan - Weekly - IDCW Jun 22, 2004 6.82 6.55 5.05 0.61 1,593.22

Fund Holdings as on 30-November-2021

  • TREPS

  • Reverse Repo

  • 91 Days - T Bill - 24022022

  • Cash and Other Net Current Assets^

  • 182Days - T Bill - 06012022

  • Small Industrial Development Bank of India - 28/12/2021**

  • 91 Days - T Bill - 10022022

  • Chennai Petroleum Corporation Ltd - 03/12/2021**

  • Reliance Jio Infocomm Ltd - 06/12/2021**

  • DBS Bank Ltd - 13/12/2021**

  • Export Import Bank of India - 31/12/2021**

  • Housing Development Finance Corporation Ltd - 24/01/2022**

  • Axis Bank Ltd - 28/01/2022**

  • Axis Bank Ltd - 08/02/2022**

  • Housing Development Finance Corporation Ltd - 28/02/2022**

  • Tata Power Renewable Energy Ltd - 18/02/2022**

  • Ramco Cements Ltd - 28/12/2021**

  • Berger Paints (I) Ltd - 02/02/2022**

  • Aditya Birla Money Ltd - 21/12/2021**

  • 91 Days - T Bill - 09122021

  • Reliance Industries Ltd - 07/12/2021**

  • Standard Chartered Capital Limited - 07/12/2021**

  • 91 Days - T Bill - 23122021

  • National Bank for Agricultural & Rural Development - 31/01/2022**

  • Reliance Jio Infocomm Ltd - 04/02/2022**

  • Reliance Industries Ltd - 24/02/2022**

  • IGH Holdings Private Limited - 09/12/2021**

  • Reliance Industries Ltd - 28/12/2021**

  • Blue Star Ltd - 29/12/2021**

  • Can Fin Homes Ltd - 18/01/2022

  • Tata Power Renewable Energy Ltd - 21/02/2022**

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  • Miscellaneous

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Fund Manager

Most Recent Dividend

  • 30/12/2021

  • 11/12/2021

  • 27/11/2021

  • 13/11/2021

  • 30/10/2021

  • 09/10/2021

  • 25/09/2021

  • 10/09/2021

  • 28/08/2021

  • 14/08/2021

  • 31/07/2021

  • 10/07/2021

  • 26/06/2021

  • 12/06/2021

  • 29/05/2021

  • 15/05/2021

  • 01/05/2021

  • 10/04/2021

  • 27/03/2021

  • 13/03/2021

  • 27/02/2021

  • 13/02/2021

  • 30/01/2021

  • 09/01/2021

  • 25/12/2020

  • 12/12/2020

  • 28/11/2020

  • 14/11/2020

  • 30/10/2020

  • 10/10/2020

  • 26/09/2020

  • 12/09/2020

  • 29/08/2020

  • 15/08/2020

  • 01/08/2020

  • 11/07/2020

  • 27/06/2020

  • 13/06/2020

  • 30/05/2020

  • 09/05/2020

  • 25/04/2020

  • 10/04/2020

  • 28/03/2020

  • 14/03/2020

  • 29/02/2020

  • 15/02/2020

  • 01/02/2020

  • 11/01/2020

  • 28/12/2019

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  • 08/11/2019

  • 26/10/2019

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  • 30/03/2019

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  • 26/01/2019

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  • 09/06/2018

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  • 30/12/2017

  • 09/12/2017

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  • 28/10/2017

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  • 02/05/2004

  • 17/04/2004

  • 01/04/2004

  • 14/03/2004

  • Cash

  • CRISIL A1+

  • ICRA A1+

  • Sovereign

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About Sundaram Money Fund

Scheme Analysis

Sundaram Money Fund is a Debt - Liquid Fund fund and belongs to Sundaram Mutual Fund. It was launched on 25-Feb-2004 and currently has an AUM of ₹3,144.09 crore. Sundaram Money Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and Nifty Liquid Fund Index as secondary index.

The NAV of Sundaram Money Fund ended up ₹0(0.01%)yesterday to ₹11.1363.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Money Fund is managed by Dwijendra Srivastava and Siddharth Chaudhary.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156