info

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)

★★★★★ monitor_heart Health Score: 48/100 · Weak

Sundaram Mutual Fund · Debt · Money Market Fund

₹12.74

+2.42 (+23.46%) trending_up

AUM: ₹68 Cr

NAV updated 8 days ago

Plan

Direct

Option

Idcw

Risk

Low to Moderate

Expense Ratio

0.38%

Exit Load

Nil

Fund Manager

Kumaresh Ramakrishnan

Inception

Jan 2026

Benchmark

Sharpe Ratio

Std Dev (1Y)

Historical Returns (CAGR)

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

1m

+0.6%

3m

+1.6%

6m

+3.12%

1y

+4.67%

3y

+4.12%

5y

+2.85%

10y

since inception

+3.53%

rate_review 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) lags behind most of its peers in the Money Market Fund category, currently carrying a 2-star rating. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 48/100.

Cost: At 0.38%, the expense ratio runs 58% above the Money Market Fund category average of 0.24%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

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.

donut_small Sector Allocation

Unspecified 100.00%

pie_chart Asset Allocation

Mutual Fund 91.88%
Cash/Net Current Assets 5.89%
Repo 2.23%

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.

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