Sundaram Money Market Fund · Regular · Growth
NAV
₹16.2133
as of 29 Sept 2026
Expense Ratio
0.38%
AUM
₹1,772 Cr
Lumpsum returns (CAGR)
- 1Y
- +6.33%
- 3Y
- +7.13%
- 5Y
- +6.41%
- Since Inception
- +6.22%
SIP returns (XIRR)
- 1Y
- +6.52%
- 3Y
- +6.92%
- 5Y
- +6.87%
- Since Inception
- +6.32%
What history actually did — last 8 years (Oct 2018 – Sept 2026)
A ₹5,000 monthly SIP for the last 8 years (Oct 2018 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹6,12,055 today — ₹4,75,000 invested, 6.3% XIRR.
₹4,75,000
Invested
₹6,12,055
Value today
6.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 8 years (Oct 2018 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 8 years ago would be ₹1,61,895 today (6.2% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2018 would still hold ₹10,06,895.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 8 years (Oct 2018 – Sept 2026) (22 Mar 2020) would be ₹1,46,250 today (1.46×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised1.02
Sharpe Ratio
—
Alpha
—
Beta
1.26
Sortino
0.49%
Std Dev
-0.15%
Max Drawdown
Performance Comparison
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Axis Bank Ltd - 12/02/2027**5.64%
- 2Indian Overseas Bank - 24/02/2027**5.63%
- 3Lic Housing Finance Ltd - 11/02/2027**4.51%
- 4The Federal Bank Ltd - 29/01/2027**4.24%
- 5Punjab National Bank - 05/02/20274.24%
- 6Indusind Bank Ltd - 14/12/2026**3.71%
- 7Bank Of Baroda - 05/02/2027**3.11%
- 8Embassy Office Parks Reit - 12/03/2027**3.08%
- 9Indian Bank - 24/05/2027**3.04%
- 1091 Days - T Bill - 22/10/20262.89%
What this fund does
Sundaram Money Market Fund · Regular · Growth by Sundaram Mutual Fund is a Money Market fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Money Market category.
About This Fund
Sundaram Money Market Fund · Regular · Growth is a Money Market mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹1,772 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Money Market Index. The current expense ratio is 0.38%.