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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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Others
As on: 2021-12-15
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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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundPGIM India Liquid Fund - Unclaimed Redemption - Below 3 Years Growth | 0 | 546.3 CR | 0.22 |
| This FundSundaram Money Fund - Growth | 2 | 2604.42 CR | 0.26 |
| This FundSundaram Money Fund - Retail Plan - Appreciation Growth | 3 | 2604.42 CR | 0.24 |
| This FundHDFC Low Duration Fund - Institutional Plan Growth | 1 | 14643.2 CR | 1.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Liquid Fund - Unclaimed Redemption - Below 3 Years Growth | 3.0641 | 14.6798 |
| This FundSundaram Money Fund - Growth | 3.2947 | 14.7155 |
| This FundSundaram Money Fund - Retail Plan - Appreciation Growth | 3.2946 | 14.7162 |
| This FundHDFC Low Duration Fund - Institutional Plan Growth | 9.368 | 30.0841 |
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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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