Sundaram Low Duration Fund Direct Growth

Sundaram Low Duration Fund Direct Growth

+7.30%
3Y annualised
+0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jun '26
₹3,922.44
Min. for SIP
₹1,000
Fund size (AUM)
₹363.53 Cr
Expense ratio
0.40%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,521
+2.54%
3 years₹1,80,000₹1,98,954
+10.53%
5 years₹3,00,000₹3,55,761
+18.59%
10 years₹6,00,000₹7,81,313
+30.22%

Holdings (36)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo10.54%
JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD 6 6.40 LOA 29SP26 FVRS10LACIndustrialsNon Convertible Debenture6.76%
EXPORT IMPORT BANK OF INDIA CD 01MAR27FinancialCertificate of Deposit6.40%
BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LACTechnologyDebenture5.48%
EMBASSY OFFICE PARKS REIT 364D CP 12MAR27Real EstateCommercial Paper5.09%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LACFinancialBonds4.05%
REC LIMITED SR 248A 6.52 BD 31JN28 FVRS1LACFinancialDebenture4.01%
MUTHOOT FINANCE LIMITED 364D CP 12MAR27FinancialCommercial Paper3.81%
PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LACFinancialDebenture2.72%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LACFinancialDebenture2.72%
JM FINANCIAL PRODUCTS LIMITED TR DF 8.92 NCD 16NV26 FVRS1LACFinancialDebenture2.71%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR I 7.43 BD 31AU26 FVRS1LACFinancialDebenture2.71%
MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LACFinancialBonds2.71%
IIFL FINANCE LIMITED 180D CP 20MAY26FinancialCommercial Paper2.70%
** - IIFL FINANCE LTD - CP - 26/05/2026FinancialCommercial Paper2.70%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR V 7.22 BD 10AP29 FVRS1LACFinancialDebenture2.68%
INDUSIND BANK LTD. CD 14DEC26FinancialCertificate of Deposit2.59%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA CD 28JAN27FinancialCertificate of Deposit2.57%
BANK OF BARODA CD 08MAR27FinancialCertificate of Deposit2.56%
CAN FIN HOMES LIMITED SR 2 8.09 NCD 04JN27 FVRS1LACFinancialDebenture2.45%
GODREJ INDUSTRIES LIMITED SR I 8.36 NCD 28AG26 FVRS1LACDiversifiedDebenture2.45%
CAN FIN HOMES LIMITED 8.45 NCD 27MY26 FVRS1LACFinancialFloating Rate Bond2.44%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets1.70%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LACFinancialDebenture1.36%
REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LACFinancialDebenture1.36%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LACFinancialBonds1.35%
EXPORT IMPORT BANK OF INDIA SR AA02 7.35 BD 27JL28 FVRS1LACFinancialBonds1.35%
STATE DEVELOPMENT LOAN 35697 TN 12MR29 7 FV RS 100UnspecifiedState Development Loan1.35%
LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LACFinancialNon Convertible Debenture1.34%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26D 7.01 BD 16MR29 FVRS1LACFinancialBonds1.33%
CANARA BANK CD 15SEP26FinancialCertificate of Deposit1.32%
360 ONE WAM LIMITED 364D CP 21JAN27FinancialCommercial Paper1.28%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 18MAR27FinancialCertificate of Deposit1.27%
MUTHOOT FINANCE LIMITED 8.65 NCD 31JN28 FVRS1LACFinancialDebenture0.95%
360 ONE PRIME LIMITED 8.95 NCD 04JU27 FVRS1LACFinancialNon Convertible Debenture0.82%
Others Class A2 AIFUnspecifiedAlternative Investment Fund0.37%
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
Name3Y5Y10YAll
Fund returns+7.3%+8.0%+6.4%+7.1%
Category average (Debt Low Duration)+7.1%+5.9%+6.5%--
Rank (Debt Low Duration)121----

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

Fund management

DS
Dwijendra Srivastava
Jan 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. Sandeep Agarwal is the Current Fund Manager of Sundaram Low Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 09 Jun 2026 is ₹3,922.44. 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₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,