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Sundaram Money Market Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW)
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 66/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)7.29%
- Expense ratio (20%)0.19%
- AUM (15%)₹1,719 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Debt · Money Market
₹16.34
AUM: ₹1,719 Cr
NAV updated 5 days ago
Plan
Regular
Option
Idcw
Risk
Low to Moderate
Expense Ratio
0.19%
Exit Load
Nil
Fund Manager
Siddharth Chaudhary, Sandeep Agarwal
Inception
Sep 2018
Benchmark
NIFTY Money Market Index A-I
Sharpe Ratio
-1.09
Std Dev (1Y)
6.06%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.66%
3m
+1.9%
6m
+3.65%
1y
+6.52%
3y
+7.29%
5y
+6.53%
10y
—
since inception
+1.69%
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 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 0.19%, the expense ratio runs 19% above the Money Market category average of 0.16%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.09 — 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 6.06% is on the lower side for a Money Market fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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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 ₹16.34. NAV is updated every business day after market close by AMFI.
1Y: 6.52% · 3Y CAGR: 7.29% · 5Y CAGR: 6.53%
The expense ratio of Sundaram Money Market Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) is 0.19% per annum. This is the annual fee charged by the fund to manage your investment.
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 classified as a Low to Moderate risk fund. It is 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. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Money Market Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Money Market Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) is ₹1,719 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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