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Sundaram Low Duration Fund Direct Growth
Debt
Low Duration
Low to Moderate Risk
+7.58%
3Y annualised
+0.02% 1D
NAV: 27 Feb '26
₹3,863.62
Min. for SIP
₹1,000
Fund size
₹462.81 Cr
Expense ratio
0.40%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,043 | +3.40% | |
| 3 years | ₹1,80,000 | ₹2,01,343 | +11.86% | |
| 5 years | ₹3,00,000 | ₹3,57,617 | +19.21% | |
| 10 years | ₹6,00,000 | ₹7,78,899 | +29.82% |
Holdings (38)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bank Of Baroda | Financial | CD | 7.12% |
| Reserve Bank of India | Financial | T-Bills | 5.39% |
| Punjab National Bank | Financial | CD | 5.37% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | NCD | 5.36% |
| Canara Bank | Financial | CD | 5.27% |
| Bharti Telecom Ltd. | Communication | Debenture | 4.38% |
| Punjab National Bank | Financial | CD | 4.29% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.26% |
| Shriram Finance Ltd | Financial | Debenture | 3.25% |
| REC Ltd. | Financial | Debenture | 3.24% |
| REC Ltd. | Financial | Debenture | 3.21% |
| Muthoot Finance Ltd. | Financial | Bonds | 2.18% |
| PNB Housing Finance Ltd. | Financial | Debenture | 2.18% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.17% |
| Power Finance Corporation Ltd. | Financial | Bonds | 2.16% |
| JM Financial Products Ltd. | Financial | Debenture | 2.16% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.16% |
| National Bank For Agriculture & Rural Development | Financial | CD | 2.15% |
| Union Bank of India | Financial | CD | 2.12% |
| Bank Of Baroda | Financial | CD | 2.04% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 2.02% |
| Can Fin Homes Ltd. | Financial | Debenture | 1.96% |
| Can Fin Homes Ltd. | Financial | FRB | 1.95% |
| Godrej Industries Ltd. | Consumer Staples | Debenture | 1.95% |
| India Infoline Finance Ltd. | Financial | CP | 1.51% |
| Tamilnadu State | Others | SDL | 1.09% |
| Export-Import Bank Of India | Financial | Bonds | 1.09% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.09% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.09% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.09% |
| REC Ltd. | Financial | Debenture | 1.09% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.08% |
| LIC Housing Finance Ltd. | Financial | NCD | 1.07% |
| Export-Import Bank Of India | Financial | CD | 1.07% |
| Union Bank of India | Financial | CD | 1.05% |
| 360 One Wam Ltd. | Financial | CP | 1.00% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.76% |
| 360 ONE Wealth Ltd. | Financial | NCD | 0.65% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.6% | +8.0% | +6.5% | +7.2% |
| Category average (Debt Low Duration) | +7.1% | +5.9% | +6.5% | -- |
| Rank (Debt Low Duration) | 11 | 1 | -- | -- |
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.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Savings Fund Direct Plan Growth | +7.55% | +7.83% | 31,616.30 | |
Mirae Asset Low Duration Fund Direct Growth | +7.44% | +7.65% | 2,677.08 | |
Sundaram Low Duration Fund Direct Growth | +7.25% | +7.58% | 462.81 | |
LIC MF Low Duration Fund Direct Growth | +7.30% | +7.54% | 1,866.64 | |
Tata Treasury Advantage Direct Plan Growth | +7.23% | +7.50% | 3,601.49 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJan 2022 - PresentView details
DS
Dwijendra Srivastava
Jan 2022 - Present
View details
SASandeep AgarwalMay 2022 - PresentView details
SA
Sandeep Agarwal
May 2022 - Present
View details
About Sundaram Low Duration Fund Direct Growth
Sundaram Low Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Low Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 27 Feb 2026 is ₹3,863.62.
The Sundaram Low Duration Fund Direct Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000.
;
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,