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Sundaram Money Market Fund Regular Plan- Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ monitor_heart Health Score: 66/100 · GoodSundaram Mutual Fund · Debt · Money Market Fund
₹11.31
AUM: ₹1,734 Cr
NAV updated about 2 months ago
Plan
Regular
Option
Idcw
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
-1.22
Std Dev (1Y)
6.43%
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
+1.23%
rate_review TopFund's Take on Sundaram Money Market Fund Regular Plan- Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Money Market Fund Regular Plan- Income Distribution cum Capital Withdrawal (IDCW) 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 -1.22 — 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 6.43% 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
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Money Market Fund Regular Plan- Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Money Market Fund Regular Plan- Income Distribution cum Capital Withdrawal (IDCW) is ₹11.31. NAV is updated every business day after market close by AMFI.
1Y: 5.96% · 3Y CAGR: 7.18% · 5Y CAGR: 6.28%
The expense ratio is 0.26% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Money Market Fund Regular Plan- Income Distribution cum Capital Withdrawal (IDCW) is managed by Siddharth Chaudhary, Sandeep Agarwal at Sundaram Mutual Fund.
Sundaram Money Market Fund Regular Plan- Income Distribution cum Capital Withdrawal (IDCW) is a Low to Moderate risk fund. Suitable for investors with a moderate risk appetite.
Sundaram Money Market Fund Regular Plan- Income Distribution cum Capital Withdrawal (IDCW) is a Money Market Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Money Market Fund Regular Plan- Income Distribution cum Capital Withdrawal (IDCW) is ₹1,734 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.