Sundaram Money Market Fund - Direct Plan has delivered 31.90% absolute return over the last 5 years.
The average return for Money Market funds is 34.68% .
This fund ranks #18 in its category based on 5-year returns.
The largest portfolio holding is AXIS BANK LTD 12 02 2027 with a portfolio weight of 5.00% .
The fund currently owns more than 47 stocks.
The top 10 holdings account for 38.45% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.01% | 5.15% |
| 2 Year Return | 23.72% | 10.98% |
| 3 Year Return | 35.03% | 18.25% |
| 4 Year Return | 42.16% | 26.30% |
| 5 Year Return | 57.61% | 34.68% |
| 6 Year Return | N/A | 43.79% |
| 7 Year Return | N/A | 55.00% |
| Expense Ratio | 0.16% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
5.00%
|
||
| 2 |
4.98%
|
||
| 3 |
4.25%
|
||
| 4 |
4.15%
|
||
| 5 |
4.00%
|
||
| 6 |
3.75%
|
||
| 7 |
3.56%
|
||
| 8 |
3.28%
|
||
| 9 |
2.75%
|
||
| 10 |
2.73%
|
||
| 11 |
2.70%
|
||
| 12 |
2.56%
|
AMC: SUNDARAM
Category: Debt • Money Market
Launch Date: 05 Sep 2018
Fund Manager: Mr. Kumaresh Ramakrishnan
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Sundaram Money Market Fund - Direct Plan is managed by SUNDARAM and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds