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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.17 | 7.30 | 10.78 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.32 | 10.47 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Money market funds are debt funds. They invest in short-term sebt securities such as treasury bills and commercial papers. They generally maintain high levels of liquidity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Money Market Fund(Q-IDCW) | 4.98% | 3.74% | 3.58% |
Kotak Money Market Fund(M-IDCW Payout) | 4.61% | 4.67% | 1.42% |
ICICI Pru Money Market Fund(IDCW-Payout) | 7.83% | 5.27% | 4.90% |
SBI Savings Fund(W-IDCW Payout) | 6.27% | 6.17% | 2.30% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
7.57 %
Holdings
4.23 %
Holdings
4.22 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,446.77 Cr.
Sandeep Agarwal
AUM: ₹21,211.72 Cr.
|
Exp: —
Dwijendra Srivastava
AUM: ₹26,091.80 Cr.
|
Exp: 13.2yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%