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Sundaram Money Fund - Growth

  • Regular
  • Direct
Category : Liquid Fund

Scheme Objective

To provide a level of income consistent with the preservation of capital, liquidity and lower level of risk, through investments made primarily in money market and debt securities. The aim is to optimize returns while providing liquidity.

Scheme Details

  • Fund manager(s)Dwijendra Srivastava , Siddharth Chaudhary
  • Launch date – 07-Mar-2000
  • Expense ratio – 0.26% as declared on 31-Mar-2020 (category average is 0.33%)
  • Benchmark - CRISIL 10 Year Gilt Index
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Money Fund - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Contact Details

Sundaram Asset Management Company Limited
Sundaram Towers, 2nd Floor, 46 Whites Road Royapettah, Chennai 600 014
Tel no.: 044-28583362/3367
Fax no.: 044-2858 3156
Website.: www.sundarammutual.com

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