Sundaram Money Market Fund Datagrid
Category Money Market Fund
BMSMONEY Rank 9
Rating
Growth Option 27-01-2026
NAV ₹15.52(R) +0.07% ₹15.64(D) +0.07%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.12% 7.23% 5.98% 6.06% -%
Direct 7.29% 7.35% 6.08% 6.16% -%
Benchmark
SIP (XIRR) Regular 6.31% 7.12% 6.73% 5.89% -%
Direct 6.45% 7.26% 6.85% 6.0% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
4.53 11.99 0.73 6.16% 0.17
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
0.34% 0.0% 0.0% 0.09 0.2%
Fund AUM As on: 30/12/2025 2048 Cr

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Money Market Fund Regular Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 10.96
0.0100
0.0700%
Sundaram Money Market Fund Regular Plan - Monthly Payout of Income Distribution cum Capital Withdrawal (IDCW) 10.96
0.0100
0.0700%
Sundaram Money Market Fund Direct Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 11.0
0.0100
0.0700%
Sundaram Money Market Fund Direct Plan - Monthly Payout of Income Distribution cum Capital Withdrawal (IDCW) 11.0
0.0100
0.0700%
Sundaram Money Market Fund Regular Plan - Growth 15.52
0.0100
0.0700%
Sundaram Money Market Fund Direct Plan - Growth 15.64
0.0100
0.0700%

Review Date: 27-01-2026

Beginning of Analysis

In the Money Market Fund category, Sundaram Money Market Fund is the 9th ranked fund. The category has total 20 funds. The 4 star rating shows a very good past performance of the Sundaram Money Market Fund in Money Market Fund. The fund has a Jensen Alpha of 6.16% which is higher than the category average of 5.92%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 4.53 which is higher than the category average of 4.07.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Money Market Mutual Funds are ideal for investors seeking a safe, liquid, and low-risk investment option for short-term cash management. These funds invest in high-quality, short-term money market instruments with a maturity of up to 1 year, offering quick redemption (within 1 business day) and stable returns. While they provide better returns than savings accounts, they may underperform compared to other debt funds with longer maturities. Investors should consider their liquidity needs, risk tolerance, and investment horizon before investing in Money Market Funds. Additionally, the absence of a lock-in period makes them a flexible choice for managing short-term financial goals.

Sundaram Money Market Fund Return Analysis

  • The fund has given a return of 0.34%, 1.35 and 2.81 in last one, three and six months respectively. In the same period the category average return was 0.34%, 1.36% and 2.84% respectively.
  • Sundaram Money Market Fund has given a return of 7.29% in last one year. In the same period the Money Market Fund category average return was 7.26%.
  • The fund has given a return of 7.35% in last three years and ranked 17.0th out of 21 funds in the category. In the same period the Money Market Fund category average return was 7.43%.
  • The fund has given a return of 6.08% in last five years and ranked 14th out of 16 funds in the category. In the same period the Money Market Fund category average return was 6.26%.
  • The fund has given a SIP return of 6.45% in last one year whereas category average SIP return is 6.46%. The fund one year return rank in the category is 14th in 22 funds
  • The fund has SIP return of 7.26% in last three years and ranks 14th in 21 funds. Tata Money Market Fund has given the highest SIP return (7.49%) in the category in last three years.
  • The fund has SIP return of 6.85% in last five years whereas category average SIP return is 6.97%.

Sundaram Money Market Fund Risk Analysis

  • The fund has a standard deviation of 0.34 and semi deviation of 0.2. The category average standard deviation is 0.34 and semi deviation is 0.21.
  • The fund has a beta of 0.11 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Money Market Fund Category
  • Good Performance in Money Market Fund Category
  • Poor Performance in Money Market Fund Category
  • Very Poor Performance in Money Market Fund Category

  • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.33
    0.32
    0.26 | 0.37 10 | 22 Good
    3M Return % 1.32
    1.28
    1.09 | 1.37 7 | 22 Good
    6M Return % 2.75
    2.68
    2.27 | 2.80 7 | 22 Good
    1Y Return % 7.12
    6.92
    6.12 | 7.24 9 | 22 Good
    3Y Return % 7.23
    7.09
    6.30 | 7.48 9 | 21 Good
    5Y Return % 5.98
    5.93
    5.06 | 6.27 9 | 16 Average
    7Y Return % 6.06
    6.17
    5.14 | 6.49 9 | 13 Average
    1Y SIP Return % 6.31
    6.13
    5.32 | 6.41 7 | 22 Good
    3Y SIP Return % 7.12
    6.95
    6.16 | 7.29 9 | 21 Good
    5Y SIP Return % 6.73
    6.65
    5.77 | 6.96 9 | 16 Average
    7Y SIP Return % 5.89
    5.87
    4.99 | 6.18 8 | 13 Good
    Standard Deviation 0.34
    0.34
    0.28 | 0.43 8 | 21 Good
    Semi Deviation 0.20
    0.21
    0.17 | 0.35 12 | 21 Good
    Sharpe Ratio 4.53
    4.07
    1.94 | 5.23 9 | 21 Good
    Sterling Ratio 0.73
    0.71
    0.63 | 0.75 9 | 21 Good
    Sortino Ratio 11.99
    14.57
    1.35 | 33.07 11 | 21 Good
    Jensen Alpha % 6.16
    5.92
    5.08 | 6.21 5 | 21 Very Good
    Treynor Ratio 0.17
    0.14
    0.06 | 0.18 2 | 21 Very Good
    Modigliani Square Measure % 15.69
    15.64
    13.32 | 18.48 9 | 21 Good
    Alpha % -0.68
    -0.84
    -1.58 | -0.45 9 | 21 Good
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.34 0.34 0.29 | 0.41 12 | 22 Good
    3M Return % 1.35 1.36 1.30 | 1.43 16 | 22 Average
    6M Return % 2.81 2.84 2.77 | 2.91 17 | 22 Average
    1Y Return % 7.29 7.26 6.94 | 7.41 14 | 22 Average
    3Y Return % 7.35 7.43 6.71 | 7.69 17 | 21 Average
    5Y Return % 6.08 6.26 5.96 | 6.50 14 | 16 Poor
    7Y Return % 6.16 6.51 6.16 | 7.27 13 | 13 Poor
    1Y SIP Return % 6.45 6.46 6.27 | 6.62 14 | 22 Average
    3Y SIP Return % 7.26 7.28 6.68 | 7.49 14 | 21 Average
    5Y SIP Return % 6.85 6.97 6.78 | 7.17 12 | 16 Average
    7Y SIP Return % 6.00 6.20 6.00 | 6.41 13 | 13 Poor
    Standard Deviation 0.34 0.34 0.28 | 0.43 8 | 21 Good
    Semi Deviation 0.20 0.21 0.17 | 0.35 12 | 21 Good
    Sharpe Ratio 4.53 4.07 1.94 | 5.23 9 | 21 Good
    Sterling Ratio 0.73 0.71 0.63 | 0.75 9 | 21 Good
    Sortino Ratio 11.99 14.57 1.35 | 33.07 11 | 21 Good
    Jensen Alpha % 6.16 5.92 5.08 | 6.21 5 | 21 Very Good
    Treynor Ratio 0.17 0.14 0.06 | 0.18 2 | 21 Very Good
    Modigliani Square Measure % 15.69 15.64 13.32 | 18.48 9 | 21 Good
    Alpha % -0.68 -0.84 -1.58 | -0.45 9 | 21 Good
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sundaram Money Market Fund NAV Regular Growth Sundaram Money Market Fund NAV Direct Growth
    27-01-2026 15.5229 15.6381
    23-01-2026 15.5121 15.6269
    22-01-2026 15.5119 15.6267
    21-01-2026 15.5052 15.6199
    20-01-2026 15.5018 15.6164
    19-01-2026 15.5025 15.6171
    16-01-2026 15.4992 15.6135
    14-01-2026 15.4982 15.6124
    13-01-2026 15.4965 15.6106
    12-01-2026 15.4974 15.6115
    09-01-2026 15.4903 15.6041
    08-01-2026 15.4897 15.6035
    07-01-2026 15.4893 15.6031
    06-01-2026 15.4918 15.6055
    05-01-2026 15.4899 15.6035
    02-01-2026 15.4844 15.5978
    01-01-2026 15.4838 15.5971
    31-12-2025 15.4817 15.5949
    30-12-2025 15.4717 15.5848
    29-12-2025 15.4721 15.5852

    Fund Launch Date: 12/Sep/2018
    Fund Category: Money Market Fund
    Investment Objective: 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
    Fund Description: Money Market Fund
    Fund Benchmark: CRISIL Money Market Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.