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 Regular Plan - Growth

★★★★★ monitor_heart Health Score: 66/100 · Good

Sundaram Mutual Fund · Debt · Money Market Fund

₹16.02

+0.0 (+0.02%) trending_up

AUM: ₹1,734 Cr

NAV updated about 2 months ago

Plan

Regular

Option

Growth

Risk

Low to Moderate

Expense Ratio

0.26%

Exit Load

Nil

Fund Manager

Siddharth Chaudhary, Sandeep Agarwal

Inception

Sep 2018

Benchmark

NIFTY Money Market Index A-I

Sharpe Ratio

-0.78

Std Dev (1Y)

0.45%

Historical Returns (CAGR)

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

1m

+0.49%

3m

+1.54%

6m

+2.89%

1y

+5.96%

3y

+7.18%

5y

+6.28%

10y

since inception

+6.17%

rate_review TopFund's Take on Sundaram Money Market Fund Regular Plan - Growth

Sundaram Money Market Fund Regular Plan - Growth holds up reasonably well within the Money Market Fund category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 66/100.

Cost: At 0.26%, the expense ratio is roughly in line with the Money Market Fund category average of 0.24% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.78 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.45% is on the lower side, suggesting a comparatively smoother ride.

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

Financial 83.27%
Unspecified 9.81%
Real Estate 2.64%
Industrials 2.49%
Technology 2.39%

pie_chart Asset Allocation

Certificate of Deposit 59.07%
Commercial Paper 25.87%
Repo 9.56%
Treasury Bills 5.85%
Alternative Investment Fund 0.25%

Frequently Asked Questions about Sundaram Money Market Fund Regular Plan - Growth

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

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