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Sundaram Money Market Fund Direct Plan- Income Distribution cum Capital Withdrawal(IDCW)

Sundaram · Sectoral
Very High
₹12.74
Current NAV
27 Jun 2025
4.7%
1Y Return
4.1%
3Y CAGR
2.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.82%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.82).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.82
Sharpe Ratio
0.82
Beta
1.82
Alpha
2.22
Sortino
Fund Details
Fund House Sundaram
Category Sectoral
AUM ₹6870 Cr
Expense Ratio 0.82%
Min SIP ₹500
Min Lumpsum ₹1000
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