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NAV: 27 Jun 2025
₹1,341.66
Rating
4
Min. SIP amount
Not Supported
Fund size
₹367.63Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (33)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Punjab National Bank | Financial | CD | 6.51% |
Bank Of Baroda | Financial | CD | 5.29% |
IDFC First Bank Ltd. | Financial | CD | 5.14% |
Shriram Finance Ltd | Financial | Debenture | 4.13% |
Can Fin Homes Ltd. | Financial | FRB | 4.13% |
REC Ltd. | Financial | Debenture | 4.12% |
Indian Bank | Financial | CD | 3.98% |
Bharti Telecom Ltd. | Communication | Debenture | 3.28% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.77% |
HDB Financial Services Ltd. | Financial | Debenture | 2.77% |
PNB Housing Finance Ltd. | Financial | Debenture | 2.76% |
Power Finance Corporation Ltd. | Financial | Bonds | 2.75% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 2.74% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.74% |
JM Financial Products Ltd. | Financial | Debenture | 2.74% |
Muthoot Finance Ltd. | Financial | Bonds | 2.74% |
Muthoot Finance Ltd. | Financial | Debenture | 2.73% |
HDFC Bank Ltd. | Financial | CD | 2.62% |
National Bank For Agriculture & Rural Development | Financial | CD | 2.61% |
Small Industries Devp. Bank of India Ltd. | Financial | CD | 2.61% |
National Bank For Agriculture & Rural Development | Financial | CD | 2.61% |
Export-Import Bank Of India | Financial | CD | 2.60% |
Godrej Industries Ltd. | Consumer Staples | Debenture | 2.48% |
Can Fin Homes Ltd. | Financial | Debenture | 2.48% |
REC Ltd. | Financial | Debenture | 1.39% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 1.38% |
REC Ltd. | Financial | Debenture | 1.38% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.37% |
National Bank For Agriculture & Rural Development | Financial | CD | 1.30% |
GOI | Sovereign | GOI Sec | 1.13% |
Muthoot Finance Ltd. | Financial | Debenture | 0.96% |
GOI | Sovereign | GOI Sec | 0.84% |
Roadstar Infra Investment Trust | Construction | InvITs | 0.00% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Debt Low Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.8% | 6.8% | 7.2% | 7.1% |
| Category average | 7.6% | 7.2% | 5.9% | NA |
| Rank with in category | 16 | 18 | 2 | NA |
Understand terms
Peer Comparison
| Debt, Low Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
UTI Low Duration Fund Plan Bonus | 5 | 7.8% | 7.4% | 3,124.79 |
JM Low Duration Fund Bonus | 4 | 7.5% | 7.0% | 204.61 |
Sundaram Low Duration Fund Bonus | 4 | 7.8% | 6.8% | 367.63 |
Expense ratio, exit load and tax
Expense ratio: 1.15%
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
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
www.karvymfs.comCompare funds
Sundaram Low Duration Fund Bonus
VS
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