Sundaram Low Duration Fund Direct Growth

Debt
Low Duration
Low to Moderate Risk
7.67%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Sep 2025
₹3,756.76
Rating
5
Min. SIP amount
₹1,000
Fund size
₹516.26Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (34)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills19.35%
Axis Bank Ltd.
FinancialCD4.74%
Punjab National Bank
FinancialCD4.67%
Bank Of Baroda
FinancialCD3.79%
IDFC First Bank Ltd.
FinancialCD3.68%
Shriram Finance Ltd
FinancialDebenture2.94%
Can Fin Homes Ltd.
FinancialFRB2.94%
FinancialDebenture2.93%
Indian Bank
FinancialCD2.85%
Bharti Telecom Ltd.
CommunicationDebenture2.34%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture1.98%
HDB Financial Services Ltd.
FinancialDebenture1.97%
PNB Housing Finance Ltd.
FinancialDebenture1.97%
Muthoot Finance Ltd.
FinancialBonds1.96%
FinancialBonds1.96%
FinancialDebenture1.95%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture1.95%
JM Financial Products Ltd.
FinancialDebenture1.95%
HDFC Bank Ltd.
FinancialCD1.88%
Small Industries Devp. Bank of India Ltd.
FinancialCD1.87%
National Bank For Agriculture & Rural Development
FinancialCD1.87%
National Bank For Agriculture & Rural Development
FinancialCD1.87%
Export-Import Bank Of India
FinancialCD1.87%
Godrej Industries Ltd.
Consumer StaplesDebenture1.77%
Can Fin Homes Ltd.
FinancialDebenture1.76%
REC Ltd.
FinancialDebenture0.99%
National Bank For Agriculture & Rural Development
FinancialDebenture0.99%
REC Ltd.
FinancialDebenture0.98%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture0.97%
National Bank For Agriculture & Rural Development
FinancialCD0.93%
GOI
SovereignGOI Sec0.80%
Muthoot Finance Ltd.
FinancialDebenture0.69%
SovereignGOI Sec0.60%
ConstructionInvITs0.00%
See All

Minimum investment amounts

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

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.3%7.7%7.8%7.2%
Category average7.7%7.1%5.9%NA
Rank with in category371NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 0.40%

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

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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