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Sundaram Money Market Qt IDCW-P

1–3 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation0.4%
Sharpe Ratio2.41
Beta1.74

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Indian Overseas BankUtilities7.28%
LIC Housing Finance LtdUtilities5.85%
Cash And Other Net Current Assets^Utilities5.50%
The Federal Bank LimitedUtilities5.49%
Embassy Office Parks ReitUtilities3.99%
India (Republic of)Utilities3.74%
HDFC Bank LimitedUtilities3.66%
IDFC First Bank LimitedUtilities3.66%
Small Industries Development Bank Of IndiaUtilities3.65%
Small Industries Dev Bank Of IndiaUtilities3.65%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)0.39%

iconRegulatory & Tax Information

INF903JA1FL9
verified
ISIN
DailyDealing Frequency
CRISIL Money Market A-I TR INRBenchmark

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)
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