Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal
Get the latest NAV of Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹12.74
NAV as on 27 Jun 2025
5.99%/per year
Since Inception
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Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal Performance vs. Money Market Index
Fund returns vs Benchmark returns vs Category Average returns as on (27-Jun-25)
The fund has consistently outperformed the benchmark (Money Market Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal Asset Allocation
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Top 2 Sectors in July were Corporate, Government
Corporate
51%
Government
21%
Corporate
54%
Government
23%
Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.17% |
Benchmark | Nifty Money Market TR INR |
| AUM | ₹2301 Cr |
| Inception Date | 26 September, 2018 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 241.68% |
| Risk |   Moderate Risk |
About Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal
Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal is a debt fund. This fund was started on 26 September, 2018. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal has ₹2301 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
- The fund has an expense ratio 0.2.
Returns
Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal has given a CAGR return of 5.99% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.14%, 7.29% and 5.79% respectively.
Holdings
Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal has allocated its funds majorly in Corporate, Cash Equivalent, Government. Its top holdings are Export-Import Bank Of India, Axis Bank Limited, Punjab National Bank (18/03/2026), HDFC Bank Ltd., 08.07 Tn SDL 2026
Taxation
As it is a money market mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal
The investment objective of the scheme is to generate income by investing in a porfolio comprising of Money Market instruments having maturity up to one year
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 250.00. Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal has no lock in period.
Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal, since 16 May 2022
Sandeep Agarwal
Fund Manager of Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal, since 26 September 2018
- AUM of the fund stands at 1.9K Cr as of Jul'25
- AUM increased by 551.9 Cr between Jul'25 and Jun'25
Frequently Asked Questions for Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal
How do I invest in Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal?
- Download the INDmoney app.
- Search for ‘Sundaram Money Market Direct Quarterly Reinvestment of Income Distribution cum Capital Withdrawal’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.