liquidLow risk

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

Invests in very short-duration debt. Used to park money for a few days to months, safer than most fund types. From Sundaram Mutual Fund. It's been running since 8 Jul 2009.

Latest price per unit

₹40.1792

▲ 0.01% today

As of 31 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹2.1k gain · 2.1% / year

Invested 3 years ago

₹1.10 L

▲ ₹10.0k gain · 3.2% / year

Invested 5 years ago

₹1.22 L

▲ ₹21.7k gain · 4.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

0.6%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-1.33%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year2.14%

CAGR — 3 years3.21%

CAGR — 5 years4.00%

CAGR — since launch10.89%

Volatility — 1 year (annualised)0.53%

Volatility — 3 years (annualised)0.63%

Max drawdown — 1 year-0.36%

Max drawdown — 3 years-0.38%

Sharpe ratio — 1 year (rf=6%)-8.24

Sharpe ratio — 3 years (rf=6%)-5.52

Fund info

Fund house: Sundaram Mutual Fund
Category: Debt Scheme - Liquid Fund
Plan: Regular
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103393
First price on record: 8 Jul 2009 · 3,146 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.