How to Invest in Sundaram Low Duration Fund Direct IDCW Monthly?

You can easily invest in Sundaram Low Duration Fund Direct IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Low Duration Fund Direct IDCW Monthly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Low Duration Fund Direct IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Low Duration Fund Direct IDCW Monthly provide?

The Sundaram Low Duration Fund Direct IDCW Monthly has been there from 02 Jan 2013 and the average annual returns provided by this fund is 7.37% since its inception.

How much expense ratio is charged by Sundaram Low Duration Fund Direct IDCW Monthly?

The term Expense Ratio used for Sundaram Low Duration Fund Direct IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Low Duration Fund Direct IDCW Monthly is 0.33% as of 08 Dec 2023...

What is the AUM of Sundaram Low Duration Fund Direct IDCW Monthly?

The AUM, short for Assets Under Management of Sundaram Low Duration Fund Direct IDCW Monthly is ₹465.70Cr as of 08 Dec 2023.

How to Redeem Sundaram Low Duration Fund Direct IDCW Monthly?

If you want to sell your Sundaram Low Duration Fund Direct IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Low Duration Fund Direct IDCW Monthly?

You can select either SIP or Lumpsum investment of Sundaram Low Duration Fund Direct IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of Sundaram Low Duration Fund Direct IDCW Monthly?

The NAV of Sundaram Low Duration Fund Direct IDCW Monthly is ₹1,098.71 as of 07 Dec 2023.

What is the PE and PB ratio of Sundaram Low Duration Fund Direct IDCW Monthly?

The PE ratio ratio of Sundaram Low Duration Fund Direct IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Low Duration Fund Direct IDCW Monthly - NAV, Mutual Fund Performance & Portfolio

<img alt="Sundaram Low Duration Fund Direct IDCW Monthly" srcSet="https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png 1x, https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png 2x" src="https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png" decoding="async" data-nimg="intrinsic" style="position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%" class="companyLogo_companyImage__bT0On absolute-center mfh239Logo" loading="lazy"/>
Sundaram Low Duration Fund Direct IDCW Monthly
Debt
Low Duration
Low to Moderate Risk
Payout
7.83%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 07 Dec 2023₹1,098.71
Min. SIP amount₹1,000
Rating5
Fund size₹465.70Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.4%7.8%5.3%7.1%
Category average6.8%4.9%5.6%NA
Rank with in category8117NA
Understand terms
Holdings (30)NameSectorInstrumentAssets
Power Finance Corporation Ltd.
FinancialDebenture6.0%
Reserve Bank of India
FinancialT-Bills5.9%
Indian Bank
FinancialCD5.9%
GOI
SovereignGOI Sec4.8%
Union Bank of India
FinancialCD4.7%
National Bank For Agriculture & Rural Development
FinancialCP4.7%
Canara Bank
FinancialCD4.7%
Kotak Mahindra Bank Ltd.
FinancialCD4.7%
Small Industries Devp. Bank of India Ltd.
FinancialCP4.7%
Shriram Finance Ltd
FinancialDebenture3.6%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
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 0.3%
Higher alpha: 2.03
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%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
03 Dec 2023 - Present
0.33%
02 Dec 2023 - 03 Dec 2023
0.33%
01 Dec 2023 - 02 Dec 2023
0.33%
30 Nov 2023 - 01 Dec 2023
0.33%
29 Nov 2023 - 30 Nov 2023
0.33%
28 Nov 2023 - 29 Nov 2023
0.33%
27 Nov 2023 - 28 Nov 2023
0.33%
26 Nov 2023 - 27 Nov 2023
0.33%
25 Nov 2023 - 26 Nov 2023
0.33%
24 Nov 2023 - 25 Nov 2023
0.33%
23 Nov 2023 - 24 Nov 2023
0.33%
22 Nov 2023 - 23 Nov 2023
0.33%
21 Nov 2023 - 22 Nov 2023
0.33%
20 Nov 2023 - 21 Nov 2023
0.33%
19 Nov 2023 - 20 Nov 2023
0.33%
18 Nov 2023 - 19 Nov 2023
0.33%
17 Nov 2023 - 18 Nov 2023
0.33%
16 Nov 2023 - 17 Nov 2023
0.33%
15 Nov 2023 - 16 Nov 2023
0.33%
14 Nov 2023 - 15 Nov 2023
0.33%
13 Nov 2023 - 14 Nov 2023
0.33%
12 Nov 2023 - 13 Nov 2023
0.33%
11 Nov 2023 - 12 Nov 2023
0.33%
10 Nov 2023 - 11 Nov 2023
0.33%
09 Nov 2023 - 10 Nov 2023
0.33%
08 Nov 2023 - 09 Nov 2023
0.33%
07 Nov 2023 - 08 Nov 2023
0.33%
06 Nov 2023 - 07 Nov 2023
0.33%
05 Nov 2023 - 06 Nov 2023
0.33%
04 Nov 2023 - 05 Nov 2023
0.33%
03 Nov 2023 - 04 Nov 2023
0.33%
02 Nov 2023 - 03 Nov 2023
0.33%
01 Nov 2023 - 02 Nov 2023
0.33%
31 Oct 2023 - 01 Nov 2023
0.33%
30 Oct 2023 - 31 Oct 2023
0.33%
29 Oct 2023 - 30 Oct 2023
0.33%
28 Oct 2023 - 29 Oct 2023
0.33%
27 Oct 2023 - 28 Oct 2023
0.33%
26 Oct 2023 - 27 Oct 2023
0.33%
25 Oct 2023 - 26 Oct 2023
0.33%
24 Oct 2023 - 25 Oct 2023
0.33%
23 Oct 2023 - 24 Oct 2023
0.33%
22 Oct 2023 - 23 Oct 2023
0.33%
21 Oct 2023 - 22 Oct 2023
0.33%
20 Oct 2023 - 21 Oct 2023
0.33%
19 Oct 2023 - 20 Oct 2023
0.33%
18 Oct 2023 - 19 Oct 2023
0.33%
17 Oct 2023 - 18 Oct 2023
0.33%
16 Oct 2023 - 17 Oct 2023
0.33%
15 Oct 2023 - 16 Oct 2023
0.33%
14 Oct 2023 - 15 Oct 2023
0.33%
13 Oct 2023 - 14 Oct 2023
0.33%
12 Oct 2023 - 13 Oct 2023
0.33%
11 Oct 2023 - 12 Oct 2023
0.33%
10 Oct 2023 - 11 Oct 2023
0.33%
09 Oct 2023 - 10 Oct 2023
0.33%
08 Oct 2023 - 09 Oct 2023
0.33%
07 Oct 2023 - 08 Oct 2023
0.33%
06 Oct 2023 - 07 Oct 2023
0.33%
05 Oct 2023 - 06 Oct 2023
0.33%
04 Oct 2023 - 05 Oct 2023
0.33%
03 Oct 2023 - 04 Oct 2023
0.33%
02 Oct 2023 - 03 Oct 2023
0.33%
01 Oct 2023 - 02 Oct 2023
0.33%
30 Sep 2023 - 01 Oct 2023
0.33%
29 Sep 2023 - 30 Sep 2023
0.33%
28 Sep 2023 - 29 Sep 2023
0.33%
27 Sep 2023 - 28 Sep 2023
0.33%
26 Sep 2023 - 27 Sep 2023
0.33%
25 Sep 2023 - 26 Sep 2023
0.33%
24 Sep 2023 - 25 Sep 2023
0.33%
23 Sep 2023 - 24 Sep 2023
0.33%
22 Sep 2023 - 23 Sep 2023
0.33%
21 Sep 2023 - 22 Sep 2023
0.33%
20 Sep 2023 - 21 Sep 2023
0.33%
19 Sep 2023 - 20 Sep 2023
0.33%
18 Sep 2023 - 19 Sep 2023
0.33%
17 Sep 2023 - 18 Sep 2023
0.33%
16 Sep 2023 - 17 Sep 2023
0.33%
15 Sep 2023 - 16 Sep 2023
0.33%
14 Sep 2023 - 15 Sep 2023
0.33%
13 Sep 2023 - 14 Sep 2023
0.33%
12 Sep 2023 - 13 Sep 2023
0.33%
11 Sep 2023 - 12 Sep 2023
0.33%
10 Sep 2023 - 11 Sep 2023
0.33%
09 Sep 2023 - 10 Sep 2023
0.33%
08 Sep 2023 - 09 Sep 2023
0.33%
07 Sep 2023 - 08 Sep 2023
0.33%
06 Sep 2023 - 07 Sep 2023
0.33%
05 Sep 2023 - 06 Sep 2023
0.33%
04 Sep 2023 - 05 Sep 2023
0.33%
03 Sep 2023 - 04 Sep 2023
0.33%
02 Sep 2023 - 03 Sep 2023
0.33%
01 Sep 2023 - 02 Sep 2023
0.33%
31 Aug 2023 - 01 Sep 2023
0.33%
31 Jul 2023 - 31 Aug 2023
0.33%
30 Jun 2023 - 31 Jul 2023
0.33%
31 May 2023 - 30 Jun 2023
0.33%
30 Apr 2023 - 31 May 2023
0.33%
31 Mar 2023 - 30 Apr 2023
0.33%
28 Feb 2023 - 31 Mar 2023
0.33%
31 Jan 2023 - 28 Feb 2023
0.33%
31 Dec 2022 - 31 Jan 2023
0.33%
31 Dec 2022 - 31 Dec 2022
0.33%
31 Dec 2022 - 31 Dec 2022
0.33%
30 Nov 2022 - 31 Dec 2022
0.33%
30 Nov 2022 - 30 Nov 2022
0.33%
30 Nov 2022 - 30 Nov 2022
0.33%
31 Oct 2022 - 30 Nov 2022
0.33%
31 Oct 2022 - 31 Oct 2022
0.33%
31 Oct 2022 - 31 Oct 2022
0.33%
30 Sep 2022 - 31 Oct 2022
0.33%
30 Sep 2022 - 30 Sep 2022
0.33%
30 Sep 2022 - 30 Sep 2022
0.33%
31 Aug 2022 - 30 Sep 2022
0.33%
31 Aug 2022 - 31 Aug 2022
0.33%
31 Jul 2022 - 31 Aug 2022
0.33%
31 Jul 2022 - 31 Jul 2022
0.33%
30 Jun 2022 - 31 Jul 2022
0.33%
30 Jun 2022 - 30 Jun 2022
0.33%
31 May 2022 - 30 Jun 2022
0.33%
31 May 2022 - 31 May 2022
0.33%
30 Apr 2022 - 31 May 2022
0.33%
30 Apr 2022 - 30 Apr 2022
0.33%
31 Mar 2022 - 30 Apr 2022
0.33%
31 Mar 2022 - 31 Mar 2022
0.33%
28 Feb 2022 - 31 Mar 2022
0.33%
28 Feb 2022 - 28 Feb 2022
0.33%
31 Jan 2022 - 28 Feb 2022
0.33%
Expense ratio, exit load and taxExpense ratio: 0.33%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000
Fund managementDwijendra 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
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
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
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Fixed Term Plan IE Direct Growth
Sundaram Fixed Term Plan IJ Direct Growth
Sundaram Fixed Term Plan IK Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹48,877.10Cr
Date of Incorporation26 Feb 1996
 Sundaram Low Duration Fund Direct IDCW Monthly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Pankaj Jain is the Current Fund Manager of Sundaram Low Duration Fund Direct IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹48,877 Cr and the Latest NAV as of 07 Dec 2023 is ₹1,098.71.
The Sundaram Low Duration Fund Direct IDCW Monthly is rated Low to Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000.
;
Investment ObjectiveThe scheme will maintain a judicious mix of cash, short term and medium term instruments.
;
Fund benchmarkNIFTY Low Duration Debt Index B-I
Scheme Information Document(SID)
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
Website
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.com
Compare funds
Sundaram Low Duration Fund Direct IDCW Monthly
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	7.4%	7.8%	5.3%	7.1%
Category average	6.8%	4.9%	5.6%	NA
Rank with in category	8	1	17	NA

Name	Sector	Instrument	Assets
Power Finance Corporation Ltd.	Financial	Debenture	6.0%
Reserve Bank of India	Financial	T-Bills	5.9%
Indian Bank	Financial	CD	5.9%
GOI	Sovereign	GOI Sec	4.8%
Union Bank of India	Financial	CD	4.7%
National Bank For Agriculture & Rural Development	Financial	CP	4.7%
Canara Bank	Financial	CD	4.7%
Kotak Mahindra Bank Ltd.	Financial	CD	4.7%
Small Industries Devp. Bank of India Ltd.	Financial	CP	4.7%
Shriram Finance Ltd	Financial	Debenture	3.6%

Rank (total assets)	#17 in India
Total AUM	₹48,877.10Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Low Duration Debt Index B-I

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsIPOMutual FundsCreditBill Payments
GROWW
About UsPricingBlogMedia & PressCareersHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemap
ⓒ 2016-2023 Groww. All rights reserved, Built with ♥in India

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

Rating	5
Fund size	₹465.70Cr

Sundaram Low Duration Fund Direct IDCW Monthly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (30)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.33%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Dwijendra SrivastavaJan 2022 - PresentView details

Sandeep AgarwalMay 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dwijendra Srivastava
Jan 2022 - Present
View details

Sandeep Agarwal
May 2022 - Present
View details