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Sundaram Money Market Fund Regular Plan - Daily Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Sectoral
Very High
₹10.06
Current NAV
28 Jun 2024
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1Y Return
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3Y CAGR
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5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.23).
  • Very large asset base (AUM: ₹18,780 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.03%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.73
Sharpe Ratio
1.23
Beta
4.23
Alpha
0.97
Sortino
Fund Details
Fund House Sundaram
Category Sectoral
AUM ₹18780 Cr
Expense Ratio 2.03%
Min SIP ₹500
Min Lumpsum ₹1000
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