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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Low Duration Fund Direct IDCW Weekly

Sundaram Low Duration Fund Direct IDCW Weekly

Debt
Low Duration
Low to Moderate Risk
-0.84%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jan 2022₹964.02
Min. SIP amount₹2,000
Rating2
Fund size₹590.59Cr

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.9%-0.8%2.3%5.4%
Category average5.6%4.8%5.7%NA
Rank with in category182221NA
Understand terms

Holdings (49)

NameSectorInstrumentAssets
FinancialDebenture5.1%
ServicesBonds4.3%
CommunicationCP4.2%
Astec Lifesciences Ltd.
HealthcareCP4.2%
EnergyCP4.2%
Reserve Bank of India
FinancialT-Bills4.2%
Aditya Birla Money Ltd.
FinancialCP3.4%
Tata Power Renewable Energy Ltd.
EngineeringCP3.4%
FinancialCP3.4%
FinancialDebenture3.2%
See All

Pros and cons

Category: Debt Low Duration

Pros

Exit load is zero
Lower expense ratio: 0.22%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.22%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹2,000

Fund management

Dwijendra Srivastava
Jan 2022 - Present
View details
Siddharth Chaudhary
Jan 2022 - Present
View details

Fund house & investment objective

Fund house contact details

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