Sundaram Low Duration Fund Direct IDCW Daily

Debt
Low Duration
Low to Moderate Risk
Payout
8.19%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Feb 2024₹1,009.64
Min. SIP amountNot Supported
Rating5
Fund size₹398.37Cr

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 returns7.5%8.2%5.3%7.1%
Category average7.1%5.3%5.6%NA
Rank with in category11118NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
Indian Bank
FinancialCD6.23%
FinancialDebenture6.22%
Reserve Bank of India
FinancialT-Bills5.00%
Kotak Mahindra Bank Ltd.
FinancialCD4.98%
Small Industries Devp. Bank of India Ltd.
FinancialCP4.98%
Indusind Bank Ltd.
FinancialCD3.75%
Union Bank of India
FinancialCD3.74%
Export-Import Bank Of India
FinancialCD3.73%
The Federal Bank Ltd.
FinancialCD3.69%
State Bank of India
FinancialCD3.68%
See All

Pros and cons

Category: Debt Low Duration

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y and 3Y
5Y annualised returns lower than category average by 0.29%
Higher alpha: 1.6 The fund has generated returns higher than benchmark - NIFTY Low Duration Debt Index B-I - in the last 3Y
Exit load is zero
Lower expense ratio: 0.33%

Expense ratio, exit load and tax

Expense ratio: 0.33%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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