Sundaram Low Duration Fund (Ex) Plan Growth

Debt

Low Duration

Moderate Risk

+4.95%

3Y annualised

+0.02% 1D

All

NAV: 31 Dec '21

₹28.84

Min. SIP amount

Not Supported

Fund size

₹549.95 Cr

Expense ratio

0.53%

Holdings (27)

Name	Sector	Instruments	Assets
National Bank For Agriculture & Rural Development	Financial	Debenture	5.46%
National Highways Authority of India Ltd.	Services	Bonds	4.59%
Reliance Jio Infocomm Ltd.	Communication	CP	4.52%
Reserve Bank of India	Financial	T-Bills	4.51%
Astec Lifesciences Ltd.	Healthcare	CP	4.51%
Reliance Industries Ltd.	Energy	CP	4.51%
IIFL Wealth Management Ltd	Financial	CP	3.63%
Aditya Birla Money Ltd.	Financial	CP	3.61%
Tata Power Renewable Energy Ltd.	Engineering	CP	3.61%
Piramal Capital & Housing Finance Ltd.	Financial	Debenture	3.39%
Power Finance Corporation Ltd.	Financial	Debenture	2.80%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	2.78%
Power Finance Corporation Ltd.	Financial	Debenture	2.76%
Julius Baer Capital India Pvt Ltd.	Financial	CP	2.71%
Axis Bank Ltd.	Financial	CD	2.71%
Axis Bank Ltd.	Financial	CD	2.68%
Sikka Ports and Terminals Ltd.	Energy	Debenture	1.91%
Export-Import Bank Of India	Financial	Bonds	1.86%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	1.86%
LIC Housing Finance Ltd.	Financial	ZCB	1.84%
IGH Holdings Pvt. Ltd.	Communication	CP	1.82%
IIFL Wealth Prime Ltd.	Financial	CP	1.80%
JM Financial Services Pvt. Ltd.	Financial	CP	1.80%
LIC Housing Finance Ltd.	Financial	CP	1.77%
GOI	Sovereign	GOI Sec	0.96%
Housing & Urban Development Corporation Ltd.	Financial	Debenture	0.93%
REC Ltd.	Financial	Debenture	0.92%

See All

Minimum investments

Min. for 1st investment

Not Supported

Min. for 2nd investment

Not Supported

Min. for SIP

Not Supported

Returns and rankings

Annualised returns

Absolute returns

Name	3Y	5Y	10Y	All
Fund returns	+5.0%	+5.7%	+7.3%	+7.5%
Category average (Debt Low Duration)	+7.1%	+5.9%	+6.5%	--
Rank (Debt Low Duration)	16	14	12	--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.

Check past data

Compare similar funds

	Name	1Y	3Y	Fund Size(Cr)
	ICICI Prudential Savings Fund Growth	+7.60%	+7.71%	30,163.09
	UTI Low Duration Fund Plan Growth	+7.45%	+7.40%	2,667.29
	Axis Treasury Advantage Fund Growth	+7.41%	+7.35%	5,979.40
	Tata Treasury Advantage Fund Growth	+7.04%	+7.10%	3,563.06
	Sundaram Low Duration Fund (Ex) Plan Growth	+11.79%	+4.95%	549.95
Compare

About Sundaram Low Duration Fund (Ex) Plan Growth

Sundaram Low Duration Fund (Ex) Plan Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,948 Cr and the Latest NAV as of 31 Dec 2021 is ₹28.84. The Sundaram Low Duration Fund (Ex) Plan Growth is rated Moderate risk. Minimum SIP Investment is set to ₹1,000. ;

Investment Objective

The scheme objective is to provide a level of income consistent with liquidity through investments made primarily in money-market and debt securities.

Fund benchmarkNIFTY Low Duration Debt Index

Scheme Information Document(SID)