MonitorDirect · Growth
Sundaram Money Market Fund
Sundaram Mutual FundDebt Scheme - Money Market Fund8 years
The scheme seeks to generate income by investing in a porfolio comprising of Money Market instruments having maturity up to one year.
- NAV
- 16.3199
- 15 Sept 2026
- 1Y
- +6.6%
- Trailing CAGR
- AUM
- ₹1,719.29 Cr
- 31 Aug 2026
- Volatility
- Low
- 0.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.6%
- 3Y+7.3%
- 5Y+6.5%
- 10Yn/a
- SI+6.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.9%
- 3Y+7.1%
- 5Y+7.1%
- 10Yn/a
- Since inception
- +6.3%
- Calendar-day CAGR
- Excess 1Y
- -0.1%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 33
- Vs comparable share classes
- Worst rolling 3Y
- +4.4%
- 1204 daily-ending windows
- Median rolling 3Y
- +5.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 717 daily-ending windows
- SIP 3Y XIRR
- +7.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 61 recovered episodes
- Longest recovery
- 9 days
- Trough to prior peak
- Current spell
- 6 days
- Days below latest peak
- Time below peak
- +7%
- NAV observations
11 Mar 2020 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-0.7%
11 May 2026 – 29 May 2026
Trough 22 May 2026 · recovered in 7 days
-0.1%
6 Jul 2026 – 17 Jul 2026
Trough 8 Jul 2026 · recovered in 9 days
-0.1%
20 Mar 2026 – 27 Mar 2026
Trough 24 Mar 2026 · recovered in 3 days
-0.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
33
Vs category
50
Consistency
0
Risk-adjusted
100
Drawdown
98
Mean
56
Portfolio
31 Aug 2026 · 44 holdings · top 10 are 40.1%.
- Top 5
- 24.3%
- Top 10
- 40.1%
- Largest holding
- 5.6%
- Effective holdings
- 32.6
AXIS BANK LIMITED CD 12FEB27
Financial
5.6%
INDIAN OVERSEAS BANK CD 24FEB27
Financial
5.6%
LIC HOUSING FINANCE LTD 328D CP 11FEB27
Financial
4.5%
THE FEDERAL BANK LIMITED CD 29JAN27
Financial
4.2%
PUNJAB NATIONAL BANK CD 05FEB27
Financial
4.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Nippon India Money Market Fund
Nippon India Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.4%
- Vol
- 0.4%
- Max DD
- -0.9%
- Sharpe
- 3.22
- 3Y win
- +66%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
UTI - Money Market Fund
UTI Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.4%
- Vol
- 0.4%
- Max DD
- -0.8%
- Sharpe
- 2.33
- 3Y win
- +56%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Bandhan Money Market Fund
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +7.4%
- Vol
- 0.6%
- Max DD
- -1.3%
- Sharpe
- 3.30
- 3Y win
- +36%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Bank of India Money Market Fund
Bank of India Mutual Fund
- 1Y
- +6.7%
- 3Y
- n/a
- Vol
- 0.5%
- Max DD
- -0.2%
- Sharpe
- 3.77
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Edelweiss Money Market Fund
Edelweiss Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.3%
- Vol
- 1.8%
- Max DD
- -2.2%
- Sharpe
- 0.79
- 3Y win
- +43%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown