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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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6M
1Y
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NAV: 27 Jun 2025
₹1,341.66
Rating
4
Min. SIP amount
Not Supported
Fund size
₹367.63Cr
Returns 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
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 6.8% | 7.2% | 6.0% | 7.1% |
| Category average | 7.1% | 5.9% | 6.5% | NA |
| Rank with in category | 18 | 2 | 19 | NA |
Understand terms
Peer Comparison
| Debt, Low Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
UTI Low Duration Fund Plan Bonus | 4 | 7.6% | 7.4% | 3,184.08 |
JM Low Duration Fund Bonus | 3 | 7.2% | 7.0% | 181.11 |
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 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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