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NAV: 28 Jun 2024
₹1,098.04
Rating
5
Min. SIP amount
Not Supported
Fund size
₹376.59Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (41)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Power Finance Corporation Ltd. | Financial | Debenture | 4.94% |
Reserve Bank of India | Financial | T-Bills | 4.81% |
Reserve Bank of India | Financial | T-Bills | 4.73% |
HDFC Bank Ltd. | Financial | CD | 4.70% |
Kotak Mahindra Bank Ltd. | Financial | CD | 4.69% |
National Housing Bank | Financial | Bonds | 3.97% |
Bharti Telecom Ltd. | Communication | Debenture | 3.38% |
GOI | Sovereign | GOI Sec | 3.00% |
Shriram Finance Ltd | Financial | Debenture | 2.97% |
ICICI Bank Ltd. | Financial | CD | 2.91% |
Axis Bank Ltd. | Financial | CD | 2.87% |
Small Industries Devp. Bank of India Ltd. | Financial | CD | 2.86% |
Axis Bank Ltd. | Financial | CD | 2.85% |
360 One Wam Ltd | Financial | CD | 2.78% |
GOI | Sovereign | GOI Sec | 2.01% |
Muthoot Finance Ltd. | Financial | CP | 1.98% |
LIC Housing Finance Ltd. | Financial | Debenture | 1.98% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 1.98% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 1.97% |
LIC Housing Finance Ltd. | Financial | Debenture | 1.96% |
LIC Housing Finance Ltd. | Financial | Debenture | 1.95% |
Standard Chartered Capital Ltd. | Financial | CP | 1.95% |
JM Financial Products Ltd. | Financial | Debenture | 1.94% |
ICICI Bank Ltd. | Financial | CD | 1.89% |
National Bank For Agriculture & Rural Development | Financial | CD | 1.89% |
The Federal Bank Ltd. | Financial | CD | 1.89% |
Bank Of Baroda | Financial | CD | 1.88% |
HDFC Bank Ltd. | Financial | CD | 1.88% |
IDFC First Bank Ltd. | Financial | CD | 1.88% |
National Bank For Agriculture & Rural Development | Financial | CD | 1.88% |
Indusind Bank Ltd. | Financial | CD | 1.88% |
Cholamandalam Investment and Finance Company Ltd. | Financial | CP | 1.87% |
Canara Bank | Financial | CD | 1.87% |
Indian Bank | Financial | CD | 1.85% |
Godrej Industries Ltd. | Consumer Staples | Debenture | 1.79% |
REC Ltd. | Financial | Debenture | 0.99% |
Shriram Finance Ltd | Financial | Debenture | 0.99% |
ICICI Home Finance Company Ltd. | Financial | Debenture | 0.99% |
Embassy Office Parks REIT | Construction | Debenture | 0.99% |
Network 18 Media & Investments Ltd. | Services | CP | 0.98% |
HSBC InvestDirect Financial Services India Ltd. | Financial | CP | 0.97% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Debt Low Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.4% | 8.6% | 6.8% | 7.1% |
| Category average | 7.4% | 7.2% | 5.9% | NA |
| Rank with in category | 14 | 1 | 4 | NA |
Understand terms
Peer Comparison
| Debt, Low Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Sundaram Low Duration Fund Direct IDCW Fortnightly | 5 | 7.4% | 8.6% | 376.59 |
Expense ratio, exit load and tax
Expense ratio: 0.39%
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 SrivastavaJan 2022 - PresentView details
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
Sandeep AgarwalMay 2022 - PresentView details
Sandeep Agarwal
May 2022 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Low Duration Fund Direct IDCW Fortnightly
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