Sundaram Money Market Fund Regular-IDCW Quarterly Reinvestment
Sundaram Money Market Fund Regular-IDCW Quarterly Reinvestment: Mutual Fund Overview
Sundaram Money Market Fund Regular-IDCW Quarterly Reinvestment is an Money Market mutual fund with over 7.46 years of performance history. The scheme manages an AUM of ₹1396.44 Cr and has a NAV of ₹12.6568. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹250.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 8.02%.
Debt, Money Market, Principal at low to moderate risk
1 Year Return 8.02% at 12 Mar 2026 08:44 PM
Fund Details
NAV 12.6568
Sub-Type Money Market
Rating 3
Min. SIP Amount ₹250.0
Fund Age(Year) 7.46
Fund Size(in Crores) 1396.44
Fund Performance
1 Month 0.65%
3 Month 2.31%
6 Month 4.27%
1 Year 8.02%
3 Year 7.2%
5 Year 5.71%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (74.12%) Market Cap Mid Cap 6.74 Large Cap 61.62 Small Cap 5.76 Top Sectors Financial 31.35 Automobile 9.5 Healthcare 6.86 Construction 5.62 Energy 4.22 Capital Goods 4.18 Communication 3.69 Materials 3.38 Technology 3.16 Services 2.17 Top Holding Axis Bank 1.09 Max Financial Services 2.93 Mahindra & Mahindra 2.05 NTPC 1.41 Ujjivan Small Finance Bank 0.84 Sandhar Technologies 1.13 JB Chemicals 1.02 HDFC Bank 6.98 Max Healthcare Institute 1.54 Ambuja Cements 0.64 Kotak Mahindra Bank 1.38 Larsen & Toubro 5.62 Bank of Baroda 1.05 Reliance Industries 2.81 Shriram Finance 0.77 Bajaj Auto 0.99 Bharti Airtel 3.69 Eicher Motors 1.12 Bajaj Finance 2.85 Sun Pharmaceutical Industries 3.02 Ultratech Cement 1.74 Eternal 0.96 Cummins India 2.6 Bharat Electronics 1.58 State Bank of India 3.97 India Shelter Finance Corporation 0.67 Swiggy 0.37 ICICI Bank 8.09 Yatharth Hospital & Trauma Care Services 1.28 Infosys 2.26 JK Cement 0.99 Home First Finance Company India 0.73 Maruti Suzuki India 1.08 Tata Motors Passenger Vehicles 1.08 Coforge 0.52 Indiqube Spaces 0.09 Samvardhana Motherson 2.06 Avenue Supermarts 0.75 Persistent Systems 0.38
Debt & Others (25.88%) Sector Allocation Certificate of Deposit 5.85 Bonds 1 Net Receivables 3.64 Debt Credit Ratings Cash & Call Money 14.32 A1+ 5.85 SOV 4.71 AA+ 1 Debt Category Cholamandalam Investment and Finance Company 1.0 Canara Bank 5.85 Others 14.32 Reserve Bank of India 4.71
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
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
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.
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.
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 75674.2
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.