Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Low Duration Fund Direct Growth
+7.49%
3Y annualised
+0.06% 1D
NAV: 18 Mar '26
₹3,868.64
Min. for SIP
₹1,000
Fund size
₹469.75 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 (37)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bank Of Baroda | Financial | CD | 7.06% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | NCD | 5.29% |
| Reserve Bank of India | Financial | T-Bills | 5.26% |
| HDFC Bank Ltd. | Financial | CD | 4.98% |
| Export-Import Bank Of India | Financial | CD | 4.98% |
| Bharti Telecom Ltd. | Communication | Debenture | 4.33% |
| Indian Bank | Financial | CD | 4.18% |
| Punjab National Bank | Financial | CD | 4.00% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.22% |
| Shriram Finance Ltd | Financial | Debenture | 3.20% |
| REC Ltd. | Financial | Debenture | 3.19% |
| REC Ltd. | Financial | Debenture | 3.17% |
| Muthoot Finance Ltd. | Financial | Bonds | 2.15% |
| PNB Housing Finance Ltd. | Financial | Debenture | 2.15% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.15% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.13% |
| JM Financial Products Ltd. | Financial | Debenture | 2.13% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.13% |
| IIFL Finance Ltd. | Financial | CP | 2.09% |
| IIFL Finance Ltd. | Financial | CP | 2.08% |
| Bank Of Baroda | Financial | CD | 2.02% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 2.00% |
| Can Fin Homes Ltd. | Financial | Debenture | 1.93% |
| Can Fin Homes Ltd. | Financial | FRB | 1.92% |
| Godrej Industries Ltd. | Consumer Staples | Debenture | 1.92% |
| Tamilnadu State | Others | SDL | 1.08% |
| Export-Import Bank Of India | Financial | Bonds | 1.07% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.07% |
| REC Ltd. | Financial | Debenture | 1.07% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.07% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.07% |
| Export-Import Bank Of India | Financial | CD | 1.06% |
| LIC Housing Finance Ltd. | Financial | NCD | 1.06% |
| Union Bank of India | Financial | CD | 1.04% |
| 360 One Wam Ltd. | Financial | CP | 0.99% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.76% |
| 360 ONE Wealth Ltd. | Financial | NCD | 0.64% |
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 | +7.5% | +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 | +7.44% | +7.76% | 31,283.97 | |
Mirae Asset Low Duration Fund Direct Growth | +7.26% | +7.57% | 2,719.52 | |
Sundaram Low Duration Fund Direct Growth | +7.02% | +7.49% | 469.75 | |
LIC MF Low Duration Fund Direct Growth | +7.17% | +7.46% | 2,018.24 | |
Tata Treasury Advantage Direct Plan Growth | +7.13% | +7.43% | 3,490.68 | |
| 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 ₹76,017 Cr and the Latest NAV as of 18 Mar 2026 is ₹3,868.64.
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₹76,017.50 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,