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Sundaram Money Market Regular Fortnightly Payout of Income Distribution cum Capital Withdrawal

NAV / 1-Day Return
11.23 / 0.02%
Total Assets
23.0 Bil
Inception Date
Sep 26, 2018
Expense Ratio
0.290%
Fee Level
Load
Deferred
Category
India Fund Money Market
Investment Style
Minimum Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
241.68%

Morningstar’s Analysis

Money Market or Hedge Fund

This share class investment type is not eligible for a Morningstar Medalist Rating. Rated on Jun 30, 2025

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
YTD
Investment
N/A
N/A
N/A
N/A
N/A
5.00
2.91
N/A
N/A
N/A
N/A
Category
7.35
6.67
6.34
5.38
5.29
5.76
5.04
3.55
4.28
6.11
N/A
Index
9.21
8.23
7.50
6.66
7.58
6.86
4.61
3.60
5.08
7.13
N/A
Quartile Rank
Quartile Rank is fourth
Quartile Rank is fourth
Percentile Rank
77
98
# of Invest. in Cat.
173
183
188
174
189
242
245
237
243
266
Category Name
IN062 India Fund Money Market
IN062 India Fund Money Market
IN062 India Fund Money Market
IN062 India Fund Money Market
IN062 India Fund Money Market
IN062 India Fund Money Market
IN062 India Fund Money Market


Asset Allocation

Asset Class Investment Category Index
Equity 0.00 0.00
Fixed Income 16.09 16.43
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 83.75 84.58
Other 0.16 0.24

Stock Style

People

Inception Date
Sep 26, 2018
Number of Managers
2
Longest Tenure
6.9 Years
Average Tenure
5.1 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Sep 26, 2018 –Present
May 16, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings



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