Sundaram Money Market Fund Overview
Category Money Market Fund
BMSMONEY Rank 9
BMSMONEY Rating
Gro. Opt. As On: 19-11-2024
NAV ₹14.31(R) +0.02% ₹14.39(D) +0.02%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 7.48% 6.24% 5.49% -% -%
LumpSum (D) 7.58% 6.34% 5.57% -% -%
SIP (R) -23.72% 3.41% 2.62% -% -%
SIP (D) -23.64% 3.51% 2.71% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-1.25 -0.37 0.62 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
0.48% 0.0% 0.0% - 0.37%
Top Money Market Fund
Fund Name Rank Rating
Aditya Birla Sun Life Money Manager Fund 1
Nippon India Money Market Fund 2
Uti Money Market Fund 3
Tata Money Market Fund 4

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Sundaram Money Market Fund Regular Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 11.14
0.0000
0.0200%
Sundaram Money Market Fund Regular Plan - Monthly Payout of Income Distribution cum Capital Withdrawal (IDCW) 11.14
0.0000
0.0200%
Sundaram Money Market Fund Direct Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 11.16
0.0000
0.0200%
Sundaram Money Market Fund Direct Plan - Monthly Payout of Income Distribution cum Capital Withdrawal (IDCW) 11.16
0.0000
0.0200%
Sundaram Money Market Fund Regular Plan - Quarterly Payout of Income Distribution cum Capital Withdrawal (IDCW) 12.39
0.0000
0.0200%
Sundaram Money Market Fund Regular Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 12.39
0.0000
0.0200%
Sundaram Money Market Fund Direct Plan - Quarterly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 12.46
0.0000
0.0200%
Sundaram Money Market Fund Direct Plan - Quarterly Payout of Income Distribution cum Capital Withdrawal (IDCW) 12.46
0.0000
0.0200%
Sundaram Money Market Fund Regular Plan - Growth 14.31
0.0000
0.0200%
Sundaram Money Market Fund Direct Plan - Growth 14.39
0.0000
0.0200%

Review Date: 19-11-2024

Sundaram Money Market Fund has shown average performance in the Money Market Fund category. The fund has rank of 9 out of 18 funds in the category. The fund has delivered return of 7.48% in 1 year, 6.24% in 3 years and 5.49% in 5 years. The category average for the same periods is 7.32%, 6.13% and 5.58% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 0.48. The category average for the same parameter is 0.53 The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Sundaram Money Market Fund direct growth option would have grown to ₹10758.0 in 1 year, ₹12023.0 in 3 years and ₹13114.0 in 5 years as of today (19-11-2024).
  2. An SIP of ₹1,000 per month in Sundaram Money Market Fund direct growth option would have grown to ₹10396.0 in 1 year, ₹37984.0 in 3 years and ₹64280.0 in 5 years as of today (19-11-2024).
  3. Sharpe ratio of the fund is -1.25 which shows good performance of fund in the money market fund category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.57
0.55
0.42 | 0.57 4 | 22 Very Good
3M Return % 1.84
1.79
1.37 | 1.88 11 | 22 Good
6M Return % 3.62
3.54
2.77 | 3.72 11 | 22 Good
1Y Return % 7.48
7.32
6.07 | 7.73 10 | 22 Good
3Y Return % 6.24
6.13
5.23 | 6.57 9 | 18 Good
5Y Return % 5.49
5.58
4.74 | 6.06 10 | 15 Average
1Y SIP Return % -23.72
-23.85
-24.89 | -23.56 10 | 22 Good
3Y SIP Return % 3.41
3.31
2.50 | 3.71 9 | 18 Good
5Y SIP Return % 2.62
2.62
1.76 | 3.00 9 | 15 Average
Standard Deviation 0.48
0.53
0.45 | 0.68 3 | 18 Very Good
Semi Deviation 0.37
0.42
0.35 | 0.58 3 | 18 Very Good
Max Drawdown % 0.00
-0.05
-0.40 | 0.00 12 | 18 Average
Average Drawdown % 0.00
-0.05
-0.40 | 0.00 12 | 18 Average
Sharpe Ratio -1.25
-1.29
-2.88 | -0.55 10 | 18 Good
Sterling Ratio 0.62
0.60
0.50 | 0.65 9 | 18 Good
Sortino Ratio -0.37
-0.36
-0.65 | -0.18 10 | 18 Good
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.58 0.57 0.45 | 0.59 8 | 22
3M Return % 1.87 1.87 1.48 | 1.93 17 | 22
6M Return % 3.67 3.70 2.99 | 3.83 20 | 22
1Y Return % 7.58 7.67 6.53 | 7.97 17 | 22
3Y Return % 6.34 6.49 6.20 | 6.77 13 | 18
5Y Return % 5.57 5.91 5.25 | 6.22 14 | 15
1Y SIP Return % -23.64 -23.59 -24.56 | -23.39 17 | 22
3Y SIP Return % 3.51 3.68 3.39 | 3.94 15 | 18
5Y SIP Return % 2.71 2.94 2.54 | 3.21 14 | 15
Standard Deviation 0.48 0.53 0.45 | 0.68 3 | 18
Semi Deviation 0.37 0.42 0.35 | 0.58 3 | 18
Max Drawdown % 0.00 -0.05 -0.40 | 0.00 12 | 18
Average Drawdown % 0.00 -0.05 -0.40 | 0.00 12 | 18
Sharpe Ratio -1.25 -1.29 -2.88 | -0.55 10 | 18
Sterling Ratio 0.62 0.60 0.50 | 0.65 9 | 18
Sortino Ratio -0.37 -0.36 -0.65 | -0.18 10 | 18
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.02 ₹ 10,002.00 0.02 ₹ 10,002.00
1W 0.14 ₹ 10,014.00 0.14 ₹ 10,014.00
1M 0.57 ₹ 10,057.00 0.58 ₹ 10,058.00
3M 1.84 ₹ 10,184.00 1.87 ₹ 10,187.00
6M 3.62 ₹ 10,362.00 3.67 ₹ 10,367.00
1Y 7.48 ₹ 10,748.00 7.58 ₹ 10,758.00
3Y 6.24 ₹ 11,992.00 6.34 ₹ 12,023.00
5Y 5.49 ₹ 13,061.00 5.57 ₹ 13,114.00
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -23.72 ₹ 10,389.94 -23.64 ₹ 10,395.55
3Y ₹ 36000 3.41 ₹ 37,927.04 3.51 ₹ 37,983.67
5Y ₹ 60000 2.62 ₹ 64,132.56 2.71 ₹ 64,279.50
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sundaram Money Market Fund NAV Regular Growth Sundaram Money Market Fund NAV Direct Growth
19-11-2024 14.3089 14.3896
18-11-2024 14.306 14.3866
14-11-2024 14.2955 14.3759
13-11-2024 14.2924 14.3727
12-11-2024 14.2894 14.3696
11-11-2024 14.287 14.3672
08-11-2024 14.2784 14.3584
07-11-2024 14.2758 14.3558
06-11-2024 14.2728 14.3527
05-11-2024 14.2702 14.35
04-11-2024 14.267 14.3468
31-10-2024 14.256 14.3355
30-10-2024 14.2528 14.3323
29-10-2024 14.2503 14.3297
28-10-2024 14.2468 14.3262
25-10-2024 14.2391 14.3183
24-10-2024 14.2364 14.3155
23-10-2024 14.2337 14.3127
22-10-2024 14.2312 14.3102
21-10-2024 14.2275 14.3065

Fund Launch Date: 12/Sep/2018
Fund Category: Money Market Fund
Investment Objective: The investment objective of the scheme is to generate income by investing in a porfolio comprising of Money Market instruments having maturity up to one year
Fund Description: Money Market Fund
Fund Benchmark: CRISIL Money Market Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.