Sundaram Low Duration Fund Bonus

Debt
Low Duration
Moderate Risk
6.86%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Dec 2022₹1,125.22
Min. SIP amountNot Supported
Rating5
Fund size₹392.67Cr

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
1Y3Y5YAll
Fund returns4.0%6.9%4.7%7.1%
Category average3.8%5.2%5.4%NA
Rank with in category5219NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
Indian Bank
FinancialCD6.3%
Axis Bank Ltd.
FinancialCD6.2%
Small Industries Devp. Bank of India Ltd.
FinancialCP6.2%
Bank Of Baroda
FinancialCD6.1%
HDFC Bank Ltd.
FinancialCD6.0%
Standard Chartered Capital Ltd.FinancialCP5.0%
The Federal Bank Ltd.
FinancialCD4.8%
Piramal Capital & Housing Finance Ltd.FinancialDebenture4.5%
Sikka Ports and Terminals Ltd.EnergyZCB3.8%
Canara Bank
FinancialCD3.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.98%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

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 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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
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,

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