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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 -0.62% and a category best of 61.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.29-0.6261.17
6M1.681.0666.93
1Y3.294.132621.73
3Y4.6811.3230.65

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.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundPGIM India Liquid Fund - Unclaimed Redemption - Below 3 Years Growth0659.1 CR0.22
This FundSundaram Money Fund - Growth22604.42 CR0.26
This FundSundaram Money Fund - Retail Plan - Appreciation Growth02604.42 CR0.24
This FundHDFC Low Duration Fund - Institutional Plan Growth014643.2 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