1M
6M
1Y
3Y
5Y
All
| NAV: 24 Dec 2024 | ₹1,288.91 |
| Min. SIP amount | Not Supported |
| Rating | 5 |
| Fund size | ₹381.67Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Low Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.2% | 5.9% | 6.9% | 7.1% |
| Category average | 7.3% | 6.1% | 6.1% | NA |
| Rank with in category | 16 | 16 | 3 | NA |
Understand terms
Peer Comparison
| Debt, Low Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
UTI Low Duration Fund Regular Plan Bonus | 5 | 7.6% | 6.4% | 2,706.92 |
JM Low Duration Fund Bonus | 4 | 7.3% | 6.0% | 240.27 |
Sundaram Low Duration Fund Bonus | 5 | 7.2% | 5.9% | 381.67 |
Holdings (35)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Power Finance Corporation Ltd. | Financial | Debenture | 5.66% |
AU Small Finance Bank Ltd. | Financial | CD | 5.32% |
National Housing Bank | Financial | Bonds | 4.54% |
Punjab National Bank | Financial | CD | 4.45% |
Can Fin Homes Ltd. | Financial | FRB | 3.42% |
Union Bank of India | Financial | CD | 3.33% |
360 One Wam Ltd. | Financial | CD | 3.33% |
Indusind Bank Ltd. | Financial | CD | 3.17% |
LIC Housing Finance Ltd. | Financial | Debenture | 3.13% |
Bharti Telecom Ltd. | Communication | Debenture | 2.74% |
GOI | Sovereign | GOI Sec | 2.31% |
Shriram Finance Ltd | Financial | Debenture | 2.27% |
PNB Housing Finance Ltd. | Financial | Debenture | 2.27% |
REC Ltd. | Financial | Debenture | 2.27% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 2.26% |
JM Financial Products Ltd. | Financial | Debenture | 2.26% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 2.26% |
Muthoot Finance Ltd. | Financial | Debenture | 2.26% |
ICICI Bank Ltd. | Financial | CD | 2.24% |
National Bank For Agriculture & Rural Development | Financial | CD | 2.24% |
IDFC First Bank Ltd. | Financial | CD | 2.23% |
Indusind Bank Ltd. | Financial | CD | 2.23% |
National Bank For Agriculture & Rural Development | Financial | CD | 2.23% |
Canara Bank | Financial | CD | 2.22% |
Reserve Bank of India | Financial | T-Bills | 2.20% |
Indian Bank | Financial | CD | 2.19% |
Julius Baer Capital India Pvt Ltd. | Financial | CP | 2.17% |
GOI | Sovereign | GOI Sec | 2.07% |
Godrej Industries Ltd. | Consumer Staples | Debenture | 2.05% |
GOI | Sovereign | GOI Sec | 1.17% |
Shriram Finance Ltd | Financial | Debenture | 1.14% |
REC Ltd. | Financial | Debenture | 1.14% |
REC Ltd. | Financial | Debenture | 1.14% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.14% |
Embassy Office Parks REIT | Construction | Debenture | 1.13% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.13%
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.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Dwijendra SrivastavaJan 2022 - PresentView details
Dwijendra Srivastava
Jan 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sandeep AgarwalMay 2022 - PresentView details
Sandeep Agarwal
May 2022 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
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