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Sundaram Money Fund - Institutional Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Money Fund - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹2500000

AUM (Fund size)

₹2,604 Cr

Lock In Period

N/A

Expense Ratio

0.24

Exit Load

Nil.

Benchmark

Crisil Liquid Fund Index

Summary

Sundaram Money Fund - Institutional Plan Growth NAV is ₹40.2955 as of 2 Jun, 2026. Sundaram Money Fund - Institutional Plan Growth has delivered 21.89% returns since its launch. The minimum SIP investment amount in Sundaram Money Fund - Institutional Plan Growth is ₹0. The AUM of Sundaram Money Fund - Institutional Plan Growth is ₹2,604 Cr. The expense ratio of the fund is 0.24%, and its benchmark is Crisil Liquid Fund Index. The current exit load of the fund is Nil.. In the last 1M months, Sundaram Money Fund - Institutional Plan Growth has delivered 0.43% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.43-0.0461.17
6M2.721.3566.93
1Y6.364.302621.73
3Y6.8213.1130.65

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. Can Fin Homes Ltd - 18/01/20220.96%
29. Reliance Industries Ltd - 28/12/20210.96%
30. Blue Star Ltd - 29/12/20210.96%
31. Tata Power Renewable Energy Ltd - 21/02/20220.95%
32. Cash and Other Net Current Assets0.21%

About Fund Sundaram Money Fund - Institutional Plan Growth

Sundaram Money Fund - Institutional Plan 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
Bandhan Liquid Fund Growth520534.67 CR0.23
Baroda BNP Paribas Liquid Fund Growth213392.17 CR0.21
Sundaram Money Fund - Institutional Plan Growth02604.42 CR0.24
HDFC Low Duration Fund - Institutional Plan Growth014643.2 CR1.02
Fund Name1Y3Y
This FundBandhan Liquid Fund Growth6.063921.8659
This FundBaroda BNP Paribas Liquid Fund Growth6.072821.8732
This FundSundaram Money Fund - Institutional Plan Growth6.357621.886
This FundHDFC Low Duration Fund - Institutional Plan Growth9.36830.0841

Sundaram Money Fund - Institutional Plan Growth FAQs

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

Sundaram Money Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : 0.43%
  • 6 Months : 2.72%
  • 1 Year : 6.36%
  • 3 Years : 6.82%
Returns of Sundaram Money Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 40.2955 as on Feb 12,2020. Since inception, the return has been 21.89%.

You can invest in Sundaram Money Fund - Institutional Plan 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 - Institutional Plan Growth is ₹2,604 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Money Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.