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Sundaram Low Duration Fund Bonus
+6.82%
3Y annualised
+0.06% 1D
NAV: 27 Jun '25
₹1,341.66
Min. for SIP
Not Supported
Fund size
₹367.63 Cr
Expense ratio
1.15%
Holdings (33)
| Name | Sector | Instruments | 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 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 | +6.8% | +7.2% | +6.0% | +7.1% |
| Category average (Debt Low Duration) | +7.1% | +5.9% | +6.5% | -- |
| Rank (Debt Low Duration) | 18 | 2 | 19 | -- |
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) | |
|---|---|---|---|---|
UTI Low Duration Fund Plan Bonus | +7.24% | +7.39% | 2,989.59 | |
JM Low Duration Fund Bonus | +6.73% | +6.95% | 197.91 | |
Sundaram Low Duration Fund Bonus | +7.80% | +6.82% | 367.63 | |
| Compare | ||||
About Sundaram Low Duration Fund Bonus
Sundaram Low Duration Fund Bonus 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 ₹75,674 Cr and the Latest NAV as of 27 Jun 2025 is ₹1,341.66.
The Sundaram Low Duration Fund Bonus is rated Low to Moderate risk.
;
Investment Objective
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Fund benchmarkNIFTY Low Duration Debt Index A-I
Fund house
Rank (total assets)#17 in India
Total AUM₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,