SUSundaram MFGrowth

Sundaram Money Fund - Retail - Growth

debtDebt - Liquid FundBenchmark: Nifty Liquid Fund Index
NAV · 31 Dec 2021₹41.30+0.01%
AUM₹5.9k Cr
Expense Ratio0.17%
CAGR
Exit Load0.007% for Day 1, 0.0065% on Day 2, 0.0060% on Day 3, 0.0055% on Day 4, 0.0050% on Day 5, 0.0045% on Day 6, NIL on or after 7D
Min SIP₹1,000from this fund's primary plan
Launched2000

Investment Objective

To provide a level of income consistent with the preservation of capital, liquidity and lower level of risk, through investments made primarily in money market and debt securities. The aim is to optimize returns while providing liquidity.

Asset Allocation
Debt78.3%
Cash & Equivalents21.7%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.17%
₹1,000from this fund's primary plan
₹1,000
0.007% for Day 1, 0.0065% on Day 2, 0.0060% on Day 3, 0.0055% on Day 4, 0.0050% on Day 5, 0.0045% on Day 6, NIL on or after 7D
Nil
Inception06 Mar 2000
AMCSundaram MF
Top Holdings
1d) Reverse Repo / CBLO11.75%
228 Days - CMB 30/01/20178.41%
335 Days - CMB 10/01/20177.68%
4Deutsche Bank Ltd - 7 - 27/03/20176.76%
5TATA Power Renewable Energy Ltd - 23/02/2017**3.35%
6Tata Capital Financial Services Ltd - 16/01/2017**3.29%
7Rural Electrification Corporation Ltd - 31/01/2017**3.28%
8Chambal Fertilizers & Chemicals Ltd - 27/02/2017**3.26%
9National Fertilizers Ltd - 02/02/2017**3.19%
10Punjab and Sind Bank - 03/02/2017**3.19%
Sector Allocation
Other77.2%
Latest News

No recent news found for Sundaram Money Fund - Retail - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.17%
0.007% for Day 1, 0.0065% on Day 2, 0.0060% on Day 3, 0.0055% on Day 4, 0.0050% on Day 5, 0.0045% on Day 6, NIL on or after 7D
Nil
₹1,000from this fund's primary plan
₹1,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme