Sundaram Money Market Fund Regular-IDCW Fortnightly

Fund Details

NAV 11.232

Sub-Type Money Market

Rating 3

Min. SIP Amount ₹250.0

Fund Age(Year) 7.24

Fund Size(in Crores) 2050.9

Fund Performance

1 Month 0.42%

3 Month 1.44%

6 Month 2.97%

1 Year 7.37%

3 Year 7.28%

5 Year 5.93%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (96.47%) Market Cap Mid Cap 9.71 Large Cap 65.98 Small Cap 20.78 Top Sectors Financial 22.31 Technology 16.01 Healthcare 13.48 Energy 10.79 Services 10.11 Insurance 7.21 Construction 6.78 Communication 2.88 Metals & Mining 1.84 Chemicals 1.73 Consumer Discretionary 1.27 Capital Goods 1.1 Unclassified 0.52 Consumer Staples 0.45 Top Holding LIC Housing Fin. 0.07 Canara HSBC Life Insurance Company 1.06 Aarti Pharmalabs 0.49 HCL Technologies 1.05 State Bank of India 2.56 IRB Infra Dev 0.25 SIS 0.37 Syngene International 0.94 The Phoenix Mills 1.08 Star Health and Allied Insurance Company 0.82 Laxmi Dental 0.54 HDFC Bank 7.04 ICICI Bank 6.64 Interglobe Aviation 1.03 Axis Bank 1.05 Bajaj Finserv 0.87 International Gemmological Institute 0.3 Rainbow Children's 1.14 Sun Pharmaceutical Industries 3.93 Tech Mahindra 0.73 Apollo Hospitals Enterprise 0.67 Infosys 9.4 Adani Ports and Special Economic Zone 0.61 IIFL Capital Services 0.55 Urban Company (UrbanClap) 0.45 Medi Assist Healthcare Services 0.77 Campus Activewear 0.36 Rubicon Research 0.7 Bandhan Bank 0.19 PI Industries 1.11 HDFC Life Insurance 1.53 Brainbees Solutions 0.61 Info Edge (India) 0.97 Travel Food Services 1.43 Route Mobile 0.4 Indian Railway Catering & Tourism 0.57 ICICI Lombard Gen. Insurance 0.42 Indusind Bank 0.71 Techno Electric & Eng. Co. 0.48 Thyrocare Technologies 0.22 Jupiter Life Line Hospitals 0.54 Lupin 1.94 Bharti Airtel 2.88 Mahindra Holidays & Resorts India 0.81 REC 0.75 Reliance Industries 6.38 Trent 1.14 KEC International 0.61 CMS Info Systems 0.01 Shilpa Medicare 0.47 KNR Constructions 0.44 Zensar Technologies 1.39 Tata Consultancy 3.04 Life Insurance 1.76 Ethos 0.29 Canara Robeco Asset Management Company 0.52 PNC Infratech 0.45 360 One Wam 1.48 Avenue Supermarts 1.38 Vedant Fashions 0.25 Dr. Reddy's Laboratories 2.38 Vinati Organics 0.62 AIA Engineering 1.84 SBI Life Insurance Company 1.61 Prudent Corporate Advisory Services 0.41 NTPC 4.41 Larsen & Toubro 4.56

Debt & Others (3.53%) Sector Allocation Cash Margin 1.42 Net Payables -0.27 Repo 2.38 Debt Credit Ratings Debt Category Others 3.53

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%

Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.08% Ret 1Y 2.05% Ret 3Y 12.52% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.29%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dwijendra Srivastava

Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Sandeep Agarwal

Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at low to moderate risk

AMC and Fund details

Rank (total sets) 10

Date of Incorporation 2018-09-26

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.