Sundaram Money Market Fund Overview
Category Money Market Fund
BMSMONEY Rank 9
BMSMONEY Rating
Gro. Opt. As On: 27-12-2024
NAV ₹14.4(R) +0.02% ₹14.49(D) +0.02%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 7.45% 6.35% 5.52% -% -%
LumpSum (D) 7.56% 6.45% 5.61% -% -%
SIP (R) 7.33% 7.0% 6.1% -% -%
SIP (D) 7.44% 7.1% 6.2% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-1.14 -0.34 0.63 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
0.46% 0.0% 0.0% - 0.36%
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
Axis Money Market Fund 4

NAV Date: 27-12-2024

Scheme Name NAV Rupee Change Percent Change
Sundaram Money Market Fund Regular Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 11.15
0.0000
0.0200%
Sundaram Money Market Fund Regular Plan - Monthly Payout of Income Distribution cum Capital Withdrawal (IDCW) 11.15
0.0000
0.0200%
Sundaram Money Market Fund Direct Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 11.17
0.0000
0.0200%
Sundaram Money Market Fund Direct Plan - Monthly Payout of Income Distribution cum Capital Withdrawal (IDCW) 11.17
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) 12.47
0.0000
0.0200%
Sundaram Money Market Fund Direct Plan - Quarterly Payout of Income Distribution cum Capital Withdrawal (IDCW) 12.47
0.0000
0.0200%
Sundaram Money Market Fund Regular Plan - Growth 14.4
0.0000
0.0200%
Sundaram Money Market Fund Direct Plan - Growth 14.49
0.0000
0.0200%

Review Date: 27-12-2024

Sundaram Money Market Fund has exhibited 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 7.45% in 1 year, 6.35% in 3 years and 5.52% in 5 years. The category average for the same periods is 7.31%, 6.24% and 5.61% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 0.46. The category average for the same parameter is 0.52 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 ₹10756.0 in 1 year, ₹12062.0 in 3 years and ₹13135.0 in 5 years as of today (27-12-2024).
  2. An SIP of ₹1,000 per month in Sundaram Money Market Fund direct growth option would have grown to ₹12478.0 in 1 year, ₹40091.0 in 3 years and ₹70176.0 in 5 years as of today (27-12-2024).
  3. Sharpe ratio of the fund is -1.14 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 % 0.51
0.50
0.44 | 0.54 11 | 22 Good
3M Return % 1.75
1.70
1.37 | 1.79 10 | 22 Good
6M Return % 3.59
3.51
2.79 | 3.69 11 | 22 Good
1Y Return % 7.45
7.31
6.04 | 7.73 10 | 22 Good
3Y Return % 6.35
6.24
5.33 | 6.67 9 | 18 Good
5Y Return % 5.52
5.61
4.76 | 6.08 10 | 15 Average
1Y SIP Return % 7.33
7.15
5.82 | 7.53 10 | 22 Good
3Y SIP Return % 7.00
6.91
6.11 | 7.29 9 | 18 Good
5Y SIP Return % 6.10
6.09
5.22 | 6.46 9 | 15 Average
Standard Deviation 0.46
0.52
0.43 | 0.68 2 | 18 Very Good
Semi Deviation 0.36
0.42
0.34 | 0.58 2 | 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 -1.14
-1.21
-2.83 | -0.47 10 | 18 Good
Sterling Ratio 0.63
0.61
0.50 | 0.66 9 | 18 Good
Sortino Ratio -0.34
-0.34
-0.65 | -0.15 10 | 18 Good
Return data last Updated On : Dec. 27, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.52 0.53 0.51 | 0.55 19 | 22
3M Return % 1.78 1.78 1.48 | 1.84 16 | 22
6M Return % 3.65 3.67 3.02 | 3.81 17 | 22
1Y Return % 7.56 7.65 6.50 | 7.95 17 | 22
3Y Return % 6.45 6.60 6.32 | 6.87 13 | 18
5Y Return % 5.61 5.94 5.27 | 6.25 14 | 15
1Y SIP Return % 7.44 7.50 6.28 | 7.73 17 | 22
3Y SIP Return % 7.10 7.27 7.01 | 7.51 16 | 18
5Y SIP Return % 6.20 6.41 6.04 | 6.68 14 | 15
Standard Deviation 0.46 0.52 0.43 | 0.68 2 | 18
Semi Deviation 0.36 0.42 0.34 | 0.58 2 | 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 -1.14 -1.21 -2.83 | -0.47 10 | 18
Sterling Ratio 0.63 0.61 0.50 | 0.66 9 | 18
Sortino Ratio -0.34 -0.34 -0.65 | -0.15 10 | 18
Return data last Updated On : Dec. 27, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 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 0.10 ₹ 10,010.00 0.11 ₹ 10,011.00
1M 0.51 ₹ 10,051.00 0.52 ₹ 10,052.00
3M 1.75 ₹ 10,175.00 1.78 ₹ 10,178.00
6M 3.59 ₹ 10,359.00 3.65 ₹ 10,365.00
1Y 7.45 ₹ 10,745.00 7.56 ₹ 10,756.00
3Y 6.35 ₹ 12,030.00 6.45 ₹ 12,062.00
5Y 5.52 ₹ 13,083.00 5.61 ₹ 13,135.00
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 7.33 ₹ 12,470.70 7.44 ₹ 12,477.77
3Y ₹ 36000 7.00 ₹ 40,032.18 7.10 ₹ 40,091.11
5Y ₹ 60000 6.10 ₹ 70,013.22 6.20 ₹ 70,175.76
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sundaram Money Market Fund NAV Regular Growth Sundaram Money Market Fund NAV Direct Growth
27-12-2024 14.4025 14.4854
26-12-2024 14.3993 14.482
24-12-2024 14.3942 14.4769
23-12-2024 14.3928 14.4754
20-12-2024 14.3877 14.4701
19-12-2024 14.3845 14.4669
18-12-2024 14.383 14.4654
17-12-2024 14.3812 14.4635
16-12-2024 14.3783 14.4605
13-12-2024 14.37 14.4521
12-12-2024 14.37 14.452
11-12-2024 14.37 14.452
10-12-2024 14.3676 14.4495
09-12-2024 14.3654 14.4472
06-12-2024 14.357 14.4386
05-12-2024 14.3537 14.4353
04-12-2024 14.349 14.4305
03-12-2024 14.3458 14.4273
02-12-2024 14.3434 14.4248
29-11-2024 14.3344 14.4156
28-11-2024 14.3317 14.4129
27-11-2024 14.3293 14.4104

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.