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Sundaram Low Duration Fund Direct IDCW Monthly
+7.33%
3Y annualised
-0.03% 1D
NAV: 30 Apr '26
₹1,108.09
Min. for SIP
₹1,000
Fund size (AUM)
₹435.74 Cr
Expense ratio
0.40%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,533 | +2.56% | |
| 3 years | ₹1,80,000 | ₹1,99,260 | +10.70% | |
| 5 years | ₹3,00,000 | ₹3,55,775 | +18.59% | |
| 10 years | ₹6,00,000 | ₹7,79,988 | +30.00% |
Holdings (37)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bank Of Baroda | Financial | CD | 7.64% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | NCD | 5.70% |
| Reserve Bank of India | Financial | T-Bills | 5.69% |
| HDFC Bank Ltd. | Financial | CD | 5.38% |
| Export-Import Bank Of India | Financial | CD | 5.38% |
| Bharti Telecom Ltd. | Communication | Debenture | 4.63% |
| Punjab National Bank | Financial | CD | 4.32% |
| Embassy Office Parks REIT | Construction | CP | 4.29% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.44% |
| REC Ltd. | Financial | Debenture | 3.39% |
| Muthoot Finance Ltd. | Financial | CP | 3.21% |
| PNB Housing Finance Ltd. | Financial | Debenture | 2.30% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.30% |
| Muthoot Finance Ltd. | Financial | Bonds | 2.30% |
| JM Financial Products Ltd. | Financial | Debenture | 2.30% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.29% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.28% |
| IIFL Finance Ltd. | Financial | CP | 2.27% |
| IIFL Finance Ltd. | Financial | CP | 2.26% |
| Indusind Bank Ltd. | Financial | CD | 2.18% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 2.17% |
| Bank Of Baroda | Financial | CD | 2.15% |
| Can Fin Homes Ltd. | Financial | Debenture | 2.07% |
| Can Fin Homes Ltd. | Financial | FRB | 2.07% |
| Godrej Industries Ltd. | Consumer Staples | Debenture | 2.07% |
| Tamilnadu State | Others | SDL | 1.15% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.15% |
| REC Ltd. | Financial | Debenture | 1.15% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.15% |
| Export-Import Bank Of India | Financial | Bonds | 1.15% |
| LIC Housing Finance Ltd. | Financial | NCD | 1.14% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.13% |
| Canara Bank | Financial | CD | 1.11% |
| 360 One Wam Ltd. | Financial | CP | 1.07% |
| National Bank For Agriculture & Rural Development | Financial | CD | 1.07% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.81% |
| 360 ONE Wealth Ltd. | Financial | NCD | 0.69% |
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
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.3% | +7.9% | +6.4% | +7.1% |
| Category average (Debt Low Duration) | +7.1% | +5.9% | +6.5% | -- |
| Rank (Debt Low Duration) | 11 | 1 | -- | -- |
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
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Mirae Asset Low Duration Fund Direct IDCW Monthly | +6.45% | +7.44% | 2,333.30 | |
Mirae Asset Low Duration Fund Direct IDCW Quarterly | +6.45% | +7.44% | 2,333.30 | |
LIC MF Low Duration Fund Direct IDCW Daily | +6.38% | +7.32% | 1,830.19 | |
LIC MF Low Duration Fund Direct IDCW Monthly | +6.38% | +7.32% | 1,830.19 | |
LIC MF Low Duration Fund Direct IDCW Weekly | +6.38% | +7.32% | 1,830.19 | |
| Compare | ||||
Fund management
SASandeep AgarwalMay 2022 - PresentView details
SA
Sandeep Agarwal
May 2022 - Present
View details
DSDwijendra SrivastavaJan 2022 - PresentView details
DS
Dwijendra Srivastava
Jan 2022 - Present
View details
About Sundaram Low Duration Fund Direct IDCW Monthly
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. Sandeep Agarwal is the Current Fund Manager of Sundaram Low Duration Fund Direct IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 30 Apr 2026 is ₹1,108.09.
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 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₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,