Sundaram Money Market Fund - Direct (IDCW-M)

Money Market Fund

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NAV
11.17(0.01%)
Fund Size (CR)
₹1,943.35
Expense Ratio
0.17
Scheme Type
Active Fund
Value Research
-

Min. investment
₹1,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹1,000
Minimum Withdrawal
₹1,000
Exit Load
0%
Return Since Launch
1.47%

Absolute Return: 1.62%

Annualized Return: 0%

Basic Details

Scheme Manager

Sandeep Agarwal

Bench Mark

NIFTY Money Market Index A-I

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	April 20, 2026	10000.09	0.00%	-	-0.01%	142/194
1 Month	March 27, 2026	10075.22	0.75%	-	0.73%	127/194
3 Month	January 27, 2026	10159.70	1.60%	-	1.62%	119/194
6 Month	October 27, 2025	10297.18	2.97%	-	2.85%	86/186
1 Year	April 25, 2025	9928.19	-0.72%	-0.72%	6.41%	183/186
3 Year	April 27, 2023	9997.58	-0.02%	-0.01%	7.13%	167/168
5 Year	April 27, 2021	10005.73	0.06%	0.01%	6.16%	149/150
Since Inception	September 26, 2018	11170.90	11.71%	1.47%	6.47%	193/194

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	May 2, 2025	1,20,000	120062.88	0.05%	0.05%
3 Year	May 2, 2023	3,60,000	359688.99	-0.09%	-0.03%
5 Year	May 3, 2021	6,00,000	599653.58	-0.06%	-0.01%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

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Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.94%

Standard Deviation

-0.05%

Beta

-2.21%

Sharpe Ratio

0.96%

Treynor's Ratio

-7.18%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Sundaram Money Market Fund - Direct (IDCW-M)	1943.35	0.75%	1.60%	2.97%	-0.72%	-0.01%
Bandhan Money Market Fund - Direct (IDCW-D)	13437.11	0.82%	1.79%	3.54%	8.67%	8.73%
SBI Savings Fund - Direct (IDCW-W)	34892.06	0.75%	1.57%	2.97%	8.54%	7.54%
Baroda BNP Paribas Money Market Fund - Direct (IDCW-W) RI	4364.97	0.80%	1.56%	3.00%	6.76%	6.80%
Tata Money Market Fund - Direct (IDCW-D)	32382.40	0.83%	1.78%	3.17%	6.74%	7.62%
Bandhan Money Market Fund - Direct (Periodic)	13437.11	0.79%	1.68%	3.14%	6.73%	7.48%

List of Schemes under Sundaram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Sundaram LT MC Tax Advantage Fund - Sr.III	Equity	Very High	14.79%	0	₹63.44
Sundaram LT MC Tax Advantage Fund - Sr.IV	Equity	Very High	14.6%	0	₹30.40
Sundaram LT MC Tax Advantage Fund - Sr.VI	Equity	Very High	14.44%	0	₹30.91
Sundaram LT MC Tax Advantage Fund - Sr.V	Equity	Very High	15.41%	0	₹25.86
Sundaram Mid Cap Fund	Equity	Very High	14.64%	4	₹11,898.19
Sundaram Services Fund	Equity	Very High	3.91%	0	₹4,146.35
Sundaram Aggressive Hybrid Fund	Hybrid	High	2.44%	3	₹7,653.49
Sundaram Consumption Fund	Equity	Very High	-3.38%	2	₹1,293.62
Sundaram Fin Serv Opportunities	Equity	Very High	5.98%	4	₹1,438.57
Sundaram Nifty 100 Equal Weight Fund	Other	Very High	10.06%	3	₹121.51
Sundaram Overnight Fund	Debt	Low	5.37%	3	₹908.15
Sundaram Equity Savings Fund	Hybrid	Moderate	4.46%	0	₹1,070.66
Sundaram Large Cap Fund	Equity	Very High	0.95%	3	₹2,889.32
Sundaram Small Cap Fund	Equity	Very High	15.46%	3	₹2,982.57
Sundaram Balanced Advantage Fund	Hybrid	High	3.33%	3	₹1,564.62
Sundaram Arbitrage Fund	Hybrid	Moderately Low	6.57%	2	₹412.03
Sundaram Global Brand Theme - Equity Active FoF	Other	Very High	33.16%	0	₹147.63
Sundaram Banking & PSU Fund	Debt	Moderately Low	5.06%	3	₹273.92
Sundaram Income Plus Arbitrage Active FoF	Other	Moderate	0%	0	₹66.33
Sundaram Multi Asset Allocation Fund	Hybrid	Very High	12.28%	0	₹3,060.26
Sundaram Corporate Bond Fund	Debt	Moderately Low	4.85%	3	₹621.84
Sundaram LT Tax Advantage Fund - Sr.IV	Equity	Very High	16.55%	0	₹19.36
Sundaram LT Tax Advantage Fund - Sr.III	Equity	Very High	16.99%	0	₹28.88
Sundaram Business Cycle Fund	Equity	Very High	0.95%	0	₹1,403.74
Sundaram Dividend Yield Fund	Equity	Very High	3.77%	0	₹809.73
Sundaram ELSS Tax Saver Fund	Equity	Very High	3.77%	3	₹1,183.44
Sundaram Focused Fund	Equity	Very High	2.5%	3	₹947.70
Sundaram Money Market Fund	Debt	Low	6.5%	3	₹2,176.66
Sundaram Value Fund	Equity	Very High	2.89%	0	₹1,212.50
Sundaram Flexi Cap Fund	Equity	Very High	4.91%	3	₹1,824.52
Sundaram Ultra Short Duration Fund	Debt	Moderately Low	6.55%	4	₹1,866.83
Sundaram Multi-Factor Fund	Equity	Very High	0%	0	₹865.54
Sundaram Multi Cap Fund	Equity	Very High	5.99%	2	₹2,525.11
Sundaram Conservative Hybrid Fund	Hybrid	Moderate	-0.63%	2	₹19.07
Sundaram Large and Mid Cap Fund	Equity	Very High	7.35%	2	₹6,030.80
Sundaram Short Duration Fund	Debt	Moderate	5.65%	3	₹191.53
Sundaram Infrastructure Advantage Fund	Equity	Very High	18.67%	2	₹872.61
Sundaram Liquid Fund	Debt	Moderate	6.3%	4	₹7,512.02
Sundaram Medium Duration Fund	Debt	Moderate	3.58%	1	₹33.88
Sundaram Low Duration Fund	Debt	Moderate	6.33%	5	₹430.10

News

Sundaram Mutual Fund announces IDCW under its schemes
Sundaram Mutual Fund has announced 30 April 2026 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW - Option: 5.517
Sundaram Nifty 100 Equal Weight Fund - Direct Plan - IDCW - Option: 5.830
Sundaram Equity Savings Fund - Regular Plan - IDCW - Half Yearly Option: 1.077
Sundaram Equity Savings Fund - Direct Plan - IDCW - Half Yearly Option: 1.167
Sundaram ELSS Tax Saver Fund - Regular Plan - IDCW - Half Yearly Option: 16.341
Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW - Half Yearly Option: 21.955
Sundaram Flexi Cap Fund - Regular Plan - IDCW - Option: 0.925
Sundaram Flexi Cap Fund - Direct Plan - IDCW - Option: 0.977

Sundaram Mutual Fund announces Appointment of Key Personnel
Sundaram Mutual Fund has announced that Mr. Bobbili Paidam Nayudu has been appointed as Dealer - Fixed Income and Research Analyst ' Fixed Income' Accordingly, his details shall be added under Information on Key Personnel' of the Statement of Additional Information ('SAI') of the Sundaram Mutual Fund, with immediate effect.
Name: Mr. Bobbili Paidam Nayudu
Age: 32 years
Designation: Dealer - Fixed Income
Qualification: MBA - Banking & Finance, Post Graduation Diploma in Banking & Finance, B. Tech ' Computer Science & Engineering.

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 20 April 2026 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140

Fund House Details & Investment Objective

Date of Incorporation

September 12, 2018

Total AUM (Cr)

₹2176.66

Sundaram Money Market Fund - Direct (IDCW-M) is an Money Market Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in September 12, 2018, this fund is managed by Sandeep Agarwal. With assets under management (AUM) worth ₹2,176.66 (Cr), as of April 28, 2026, Sundaram Money Market Fund - Direct (IDCW-M) is categorized as a Money Market Fund within its segment. The fund has generated a return of 1.47% since its launch.
The current NAV of Sundaram Money Market Fund - Direct (IDCW-M) is ₹11.17, as on April 28, 2026. The fund's benchmark index is NIFTY Money Market Index A-I. You can invest in Sundaram Money Market Fund - Direct (IDCW-M) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated -0.01% and 0.01% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 101.80% in Debt and -1.80% in cash and cash equivalents.

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