Sundaram Low Duration Fund Direct Growth

Sundaram Low Duration Fund Direct Growth

Debt
Low Duration
Low to Moderate Risk
+7.55%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹3,832.80
Min. SIP amount
₹1,000
Fund size
₹472.15 Cr
Expense ratio
0.40%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
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)

NameSectorInstrumentsAssets
Bank Of BarodaFinancialCD6.98%
Jamnagar Utilities and Power Pvt. Ltd.Capital GoodsNCD5.27%
Reserve Bank of IndiaFinancialT-Bills5.26%
Punjab National BankFinancialCD5.24%
Canara BankFinancialCD5.16%
Bharti Telecom Ltd.CommunicationDebenture4.32%
Punjab National BankFinancialCD4.18%
National Bank For Agriculture & Rural DevelopmentFinancialBonds3.22%
Can Fin Homes Ltd.FinancialFRB3.20%
Shriram Finance LtdFinancialDebenture3.20%
REC Ltd.FinancialDebenture3.19%
REC Ltd.FinancialDebenture3.16%
GOISovereignGOI Sec3.14%
Muthoot Finance Ltd.FinancialBonds2.15%
PNB Housing Finance Ltd.FinancialDebenture2.15%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.14%
JM Financial Products Ltd.FinancialDebenture2.13%
Power Finance Corporation Ltd.FinancialBonds2.13%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.12%
HDFC Bank Ltd.FinancialCD2.11%
National Bank For Agriculture & Rural DevelopmentFinancialCD2.10%
Small Industries Devp. Bank of India Ltd.FinancialCD2.10%
Bank Of BarodaFinancialCD2.00%
Can Fin Homes Ltd.FinancialDebenture1.92%
Godrej Industries Ltd.Consumer StaplesDebenture1.91%
India Infoline Finance Ltd.FinancialCP1.47%
Export-Import Bank Of IndiaFinancialBonds1.07%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.07%
National Bank For Agriculture & Rural DevelopmentFinancialBonds1.07%
Tamilnadu StateOthersSDL1.07%
REC Ltd.FinancialDebenture1.07%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.07%
Small Industries Devp. Bank of India Ltd.FinancialBonds1.07%
LIC Housing Finance Ltd.FinancialNCD1.06%
Export-Import Bank Of IndiaFinancialCD1.05%
Union Bank of IndiaFinancialCD1.03%
Muthoot Finance Ltd.FinancialDebenture0.75%
360 ONE Wealth Ltd.FinancialNCD0.64%
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
Name3Y5Y10YAll
Fund returns+7.5%+7.9%+6.5%+7.2%
Category average (Debt Low Duration)+7.1%+5.9%+6.5%--
Rank (Debt Low Duration)111----

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

Fund management

DS
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

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 ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹3,832.80. 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₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
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,