Sundaram Money Market Fund Datagrid
Category Money Market Fund
BMSMONEY Rank 9
Rating
Growth Option 13-03-2026
NAV ₹15.62(R) -0.06% ₹15.74(D) -0.06%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 6.9% 7.19% 6.03% 6.02% -%
Direct 7.04% 7.31% 6.13% 6.12% -%
Benchmark
SIP (XIRR) Regular 5.87% 6.96% 5.21% 5.54% -%
Direct 6.0% 7.1% 5.33% 5.66% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
4.09 4.12 0.73 1.43% -4.15
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
0.36% 0.0% 0.0% 0.11 0.23%
Fund AUM As on: 30/12/2025 2048 Cr

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Money Market Fund Regular Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 11.03
-0.0100
-0.0600%
Sundaram Money Market Fund Regular Plan - Monthly Payout of Income Distribution cum Capital Withdrawal (IDCW) 11.03
-0.0100
-0.0600%
Sundaram Money Market Fund Direct Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 11.07
-0.0100
-0.0600%
Sundaram Money Market Fund Direct Plan - Monthly Payout of Income Distribution cum Capital Withdrawal (IDCW) 11.07
-0.0100
-0.0600%
Sundaram Money Market Fund Regular Plan - Growth 15.62
-0.0100
-0.0600%
Sundaram Money Market Fund Direct Plan - Growth 15.74
-0.0100
-0.0600%

Review Date: 13-03-2026

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 1.43% which is higher than the category average of 1.25%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 4.09 which is higher than the category average of 3.67.
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 0.28%, 1.23 and 2.76 in last one, three and six months respectively. In the same period the category average return was 0.29%, 1.26% and 2.81% respectively.
  • Sundaram Money Market Fund has given a return of 7.04% in last one year. In the same period the Money Market Fund category average return was 7.05%.
  • The fund has given a return of 7.31% in last three years and ranked 15.0th out of twenty one funds in the category. In the same period the Money Market Fund category average return was 7.38%.
  • The fund has given a return of 6.13% in last five years and ranked 14th out of sixteen funds in the category. In the same period the Money Market Fund category average return was 6.3%.
  • The fund has given a SIP return of 6.0% in last one year whereas category average SIP return is 6.07%. The fund one year return rank in the category is 19th in 23 funds
  • The fund has SIP return of 7.1% in last three years and ranks 14th in 21 funds. Tata Money Market Fund has given the highest SIP return (7.35%) in the category in last three years.
  • The fund has SIP return of 5.33% in last five years whereas category average SIP return is 5.44%.

Sundaram Money Market Fund Risk Analysis

  • The fund has a standard deviation of 0.36 and semi deviation of 0.23. The category average standard deviation is 0.36 and semi deviation is 0.23.
  • 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 % 0.27
    0.27
    0.18 | 0.34 12 | 25 Good
    3M Return % 1.20
    1.18
    0.99 | 1.26 12 | 24 Good
    6M Return % 2.70
    2.65
    2.25 | 2.76 10 | 23 Good
    1Y Return % 6.90
    6.71
    5.89 | 7.00 9 | 23 Good
    3Y Return % 7.19
    7.04
    6.28 | 7.40 9 | 21 Good
    5Y Return % 6.03
    5.97
    5.10 | 6.31 9 | 16 Average
    7Y Return % 6.02
    6.10
    5.10 | 6.45 9 | 13 Average
    1Y SIP Return % 5.87
    5.73
    4.90 | 5.98 10 | 23 Good
    3Y SIP Return % 6.96
    6.80
    6.00 | 7.12 9 | 21 Good
    5Y SIP Return % 5.21
    5.14
    4.28 | 5.43 9 | 16 Average
    7Y SIP Return % 5.54
    5.52
    4.64 | 5.84 8 | 13 Good
    Standard Deviation 0.36
    0.36
    0.29 | 0.38 8 | 21 Good
    Semi Deviation 0.23
    0.23
    0.17 | 0.27 9 | 21 Good
    Sharpe Ratio 4.09
    3.67
    1.64 | 4.53 9 | 21 Good
    Sterling Ratio 0.73
    0.71
    0.64 | 0.75 9 | 21 Good
    Sortino Ratio 4.12
    3.70
    1.09 | 6.61 9 | 21 Good
    Jensen Alpha % 1.43
    1.25
    0.47 | 1.58 9 | 21 Good
    Treynor Ratio -4.15
    -3.80
    -6.90 | -3.00 16 | 21 Average
    Modigliani Square Measure % 9.16
    8.83
    7.20 | 9.50 9 | 21 Good
    Alpha % -0.67
    -0.83
    -1.57 | -0.46 9 | 21 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.28 0.29 0.25 | 0.39 18 | 26 Average
    3M Return % 1.23 1.26 1.20 | 1.36 21 | 25 Average
    6M Return % 2.76 2.81 2.70 | 2.89 21 | 24 Poor
    1Y Return % 7.04 7.05 6.83 | 7.21 15 | 23 Average
    3Y Return % 7.31 7.38 6.74 | 7.63 15 | 21 Average
    5Y Return % 6.13 6.30 6.02 | 6.55 14 | 16 Poor
    7Y Return % 6.12 6.44 6.12 | 6.94 13 | 13 Poor
    1Y SIP Return % 6.00 6.07 5.86 | 6.22 19 | 23 Poor
    3Y SIP Return % 7.10 7.13 6.60 | 7.35 14 | 21 Average
    5Y SIP Return % 5.33 5.44 5.28 | 5.64 12 | 16 Average
    7Y SIP Return % 5.66 5.86 5.66 | 6.07 13 | 13 Poor
    Standard Deviation 0.36 0.36 0.29 | 0.38 8 | 21 Good
    Semi Deviation 0.23 0.23 0.17 | 0.27 9 | 21 Good
    Sharpe Ratio 4.09 3.67 1.64 | 4.53 9 | 21 Good
    Sterling Ratio 0.73 0.71 0.64 | 0.75 9 | 21 Good
    Sortino Ratio 4.12 3.70 1.09 | 6.61 9 | 21 Good
    Jensen Alpha % 1.43 1.25 0.47 | 1.58 9 | 21 Good
    Treynor Ratio -4.15 -3.80 -6.90 | -3.00 16 | 21 Average
    Modigliani Square Measure % 9.16 8.83 7.20 | 9.50 9 | 21 Good
    Alpha % -0.67 -0.83 -1.57 | -0.46 9 | 21 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    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
    13-03-2026 15.622 15.7406
    12-03-2026 15.6315 15.7501
    11-03-2026 15.634 15.7526
    10-03-2026 15.6298 15.7483
    09-03-2026 15.6265 15.7449
    06-03-2026 15.6245 15.7427
    05-03-2026 15.6207 15.7388
    04-03-2026 15.6185 15.7366
    02-03-2026 15.6199 15.7379
    27-02-2026 15.6149 15.7326
    26-02-2026 15.6122 15.7298
    25-02-2026 15.6085 15.726
    24-02-2026 15.6055 15.7229
    23-02-2026 15.602 15.7194
    20-02-2026 15.5947 15.7119
    18-02-2026 15.5893 15.7063
    17-02-2026 15.5885 15.7054
    16-02-2026 15.5869 15.7038
    13-02-2026 15.5802 15.6969

    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.