Sundaram Money MarketMn IDCW-R
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1–3 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.9%
Sharpe Ratio0.42
Beta1.55
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities12.96%
LIC Housing Finance LtdUtilities5.83%
The Federal Bank LimitedUtilities5.48%
Punjab National BankUtilities4.75%
Canara BankUtilities4.36%
Embassy Office Parks ReitUtilities3.98%
IDFC First Bank LimitedUtilities3.65%
Canara Bank - 10/02/2027**Utilities3.65%
Small Industries Development Bank Of IndiaUtilities3.65%
Small Industries Dev Bank Of IndiaUtilities3.64%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.39%
Regulatory & Tax Information
INF903JA1FP0
ISINDailyDealing Frequency
CRISIL Money Market A-I TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)