Sundaram Low Duration Fund Direct Growth

Debt
Low Duration
Low to Moderate Risk
6.67%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Dec 2024₹3,548.76
Min. SIP amount₹1,000
Rating5
Fund size₹381.67Cr

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 returns8.0%6.7%7.6%7.2%
Category average7.4%6.0%6.1%NA
Rank with in category952NA
Understand terms

Peer Comparison

Holdings (35)

NameSectorInstrumentAssets
FinancialDebenture5.66%
AU Small Finance Bank Ltd.
FinancialCD5.32%
FinancialBonds4.54%
Punjab National Bank
FinancialCD4.45%
Can Fin Homes Ltd.
FinancialFRB3.42%
Union Bank of India
FinancialCD3.33%
360 One Wam Ltd.
FinancialCD3.33%
Indusind Bank Ltd.
FinancialCD3.17%
LIC Housing Finance Ltd.
FinancialDebenture3.13%
Bharti Telecom Ltd.
CommunicationDebenture2.74%
SovereignGOI Sec2.31%
Shriram Finance Ltd
FinancialDebenture2.27%
PNB Housing Finance Ltd.
FinancialDebenture2.27%
FinancialDebenture2.27%
FinancialDebenture2.26%
JM Financial Products Ltd.
FinancialDebenture2.26%
FinancialDebenture2.26%
Muthoot Finance Ltd.
FinancialDebenture2.26%
ICICI Bank Ltd.
FinancialCD2.24%
National Bank For Agriculture & Rural Development
FinancialCD2.24%
IDFC First Bank Ltd.
FinancialCD2.23%
Indusind Bank Ltd.
FinancialCD2.23%
National Bank For Agriculture & Rural Development
FinancialCD2.23%
Canara Bank
FinancialCD2.22%
Reserve Bank of India
FinancialT-Bills2.20%
Indian Bank
FinancialCD2.19%
Julius Baer Capital India Pvt Ltd.
FinancialCP2.17%
GOI
SovereignGOI Sec2.07%
Godrej Industries Ltd.
Consumer StaplesDebenture2.05%
GOI
SovereignGOI Sec1.17%
Shriram Finance Ltd
FinancialDebenture1.14%
REC Ltd.
FinancialDebenture1.14%
REC Ltd.
FinancialDebenture1.14%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture1.14%
ConstructionDebenture1.13%
See All

Expense ratio, exit load and tax

Expense ratio: 0.39%

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

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

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

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
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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Sundaram Low Duration Fund Direct Growth
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