Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Sundaram Mutual Fund

Sundaram Money Market Fund Direct Plan- Income Distribution cum Capital Withdrawal(IDCW)

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 62/100 · Average

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)4.12%
  • Expense ratio (20%)0.37%
  • AUM (15%)₹71 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Sundaram Mutual Fund · Debt · Money Market Fund

₹10.4

-2.34 (-18.38%)

AUM: ₹70 Cr

NAV updated 13 days ago

Plan

Direct

Option

Idcw

Risk

Low to Moderate

Expense Ratio

0.37%

Exit Load

Nil

Fund Manager

Kumaresh Ramakrishnan

Inception

Jan 2026

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.24%

3m

+1.57%

6m

+2.94%

1y

+4.67%

3y

+4.12%

5y

+2.85%

10y

—

since inception

+3.53%

TopFund's Take on Sundaram Money Market Fund Direct Plan- Income Distribution cum Capital Withdrawal(IDCW)

Sundaram Money Market Fund Direct Plan- Income Distribution cum Capital Withdrawal(IDCW) sits in the middle of the pack for Money Market Fund funds, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 62/100.

Cost: At 0.37%, the expense ratio is roughly in line with the Money Market Fund category average of 0.4% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.

Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Unspecified 100.00%

Asset Allocation

Mutual Fund 96.53%
Repo 3.53%

Fund Snapshot

Scheme Code 145052
NAV Date 11 Sep 2026
AUM ₹70 Cr
Status Active

Similar Funds

No similar funds found.

Frequently Asked Questions about Sundaram Money Market Fund Direct Plan- Income Distribution cum Capital Withdrawal(IDCW)

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

Discussion

User-generated content — not investment advice, and not verified or endorsed by TopFund.

No comments yet — start the discussion.