• Home
  • Mutual Funds
  • Sundaram Money Fund - Retail Plan - Appreciation Growth
  • Sundaram-money-fund---retail-plan---appreciation-growth-14050434-2066

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹2,604 Cr

Lock In Period

N/A

Expense Ratio

0.24

Benchmark

Crisil Liquid Fund Index

Exit Load

Nil

Summary

Latest details for Sundaram Money Fund - Retail Plan - Appreciation Growth include a ₹41.3007 NAV as of Dec 31,2021 and returns since inception of 14.72%. Minimum investments start at SIP ₹0. The Sundaram Money Fund - Retail Plan - Appreciation Growth AUM is ₹2,604 Cr, with a lock-in of N/A years, expense ratio of 0.24%, and benchmark Crisil Liquid Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.29% returns, against a category average of -1.33% and a category best of 61.17%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.29-1.3361.17
6M1.681.6566.93
1Y3.295.782621.73
3Y4.6814.1030.65

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2021-12-15
View allocation % by

1. 91 Days - T Bill - 200120227.65%
2. 182 Days - T Bill - 060120226.51%
3. Small Industrial Development Bank of India - 28/12/20215.75%
4. Edelweiss Finance & Investments Ltd - 24/12/20215.75%
5. Reverse Repo5.55%
6. TREPS5.18%
7. 91 Days - T Bill - 100220224.88%
8. Export Import Bank of India - 31/12/20213.83%
9. Axis Bank Ltd - 28/01/20223.82%
10. Axis Bank Ltd - 08/02/20223.82%
11. Housing Development Finance Corporation Ltd - 24/01/20223.82%
12. Housing Development Finance Corporation Ltd - 28/02/20223.81%
13. JM Financial Products Ltd - 21/12/20213.45%
14. Tata Power Renewable Energy Ltd - 18/02/20223.05%
15. IIFL Wealth Management Ltd - 20/12/20212.88%
16. IIFL Wealth Prime Ltd - 20/12/20212.88%
17. Ramco Cements Ltd - 28/12/20212.88%
18. Berger Paints Ltd - 02/02/20222.87%
19. Aditya Birla Money Ltd - 21/12/20212.30%
20. Indian Oil Corporation Ltd - 27/12/20211.92%
21. 91Days - T Bill - 231220211.92%
22. National Bank for Agricultural & Rural Development - 31/01/20221.91%
23. Reliance Jio Infocomm Ltd - 04/02/20221.91%
24. Reliance Industries Ltd - 24/02/20221.91%
25. ICICI Securities Ltd - 03/03/20221.90%
26. IGH HOLDINGS PRIVATE LIMITED - 10/03/20221.90%
27. IIFL Wealth Prime Ltd - 07/03/20221.90%
28. Reliance Industries Ltd - 28/12/20210.96%
29. Blue Star Ltd - 29/12/20210.96%
30. Can Fin Homes Ltd - 18/01/20220.96%
31. Tata Power Renewable Energy Ltd - 21/02/20220.95%
32. Cash and Other Net Current Assets0.21%

About Fund

Sundaram Money Fund - Retail Plan - Appreciation Growth managed by Sundaram Mutual Fund,is a Liquid Fundscheme with Assets Under Management of ₹2,604 Crore. The fund benchmarks its performance against the Crisil Liquid Fund Index while maintaining an expense ratio of 0.24. Under the expert guidance of Dwijendra Srivastava ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundPGIM India Liquid Fund - Unclaimed Redemption - Below 3 Years Growth0677.35 CR0.22
This FundSundaram Money Fund - Growth22604.42 CR0.26
This FundSundaram Money Fund - Retail Plan - Appreciation Growth32604.42 CR0.24
This FundHDFC Low Duration Fund - Institutional Plan Growth114643.2 CR1.02
Fund Name1Y3Y
This FundPGIM India Liquid Fund - Unclaimed Redemption - Below 3 Years Growth3.064114.6798
This FundSundaram Money Fund - Growth3.294714.7155
This FundSundaram Money Fund - Retail Plan - Appreciation Growth3.294614.7162
This FundHDFC Low Duration Fund - Institutional Plan Growth9.36830.0841

FAQs

Sundaram Money Fund - Retail Plan - Appreciation Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Money Fund - Retail Plan - Appreciation Growth is 0.24. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Money Fund - Retail Plan - Appreciation Growth’s fund performance is as follows:
  • 1 Month : 0.29%
  • 6 Months : 1.68%
  • 1 Year : 3.29%
  • 3 Years : 4.68%
Returns of Sundaram Money Fund - Retail Plan - Appreciation Growth are updated daily based on NAV of ₹ 41.3007 as on Dec 31,2021. Since inception, the return has been 14.72%.

You can invest in Sundaram Money Fund - Retail Plan - Appreciation Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Money Fund - Retail Plan - Appreciation Growth is ₹2,604 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Money Fund - Retail Plan - Appreciation Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500