Sundaram Low Duration Fund Growth

Sundaram Low Duration Fund Growth

+6.48%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹3,612.39
Min. for SIP
₹1,000
Fund size (AUM)
₹368.75 Cr
Expense ratio
1.14%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,237
+2.06%
3 years₹1,80,000₹1,96,705
+9.28%
5 years₹3,00,000₹3,48,697
+16.23%
10 years₹6,00,000₹7,55,597
+25.93%

Holdings (33)

NameSectorInstrumentsAssets
Jamnagar Utilities and Power Pvt. Ltd.Capital GoodsNCD6.76%
Export-Import Bank Of IndiaFinancialCD6.40%
Bharti Telecom Ltd.CommunicationDebenture5.48%
Embassy Office Parks REITConstructionCP5.09%
National Bank For Agriculture & Rural DevelopmentFinancialBonds4.05%
REC Ltd.FinancialDebenture4.01%
Muthoot Finance Ltd.FinancialCP3.81%
PNB Housing Finance Ltd.FinancialDebenture2.72%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.72%
JM Financial Products Ltd.FinancialDebenture2.71%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.71%
Muthoot Finance Ltd.FinancialBonds2.71%
IIFL Finance Ltd.FinancialCP2.70%
IIFL Finance Ltd.FinancialCP2.70%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.68%
Indusind Bank Ltd.FinancialCD2.59%
Small Industries Devp. Bank of India Ltd.FinancialCD2.57%
Bank Of BarodaFinancialCD2.56%
Can Fin Homes Ltd.FinancialDebenture2.45%
Godrej Industries Ltd.Consumer StaplesDebenture2.45%
Can Fin Homes Ltd.FinancialFRB2.44%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.36%
REC Ltd.FinancialDebenture1.36%
National Bank For Agriculture & Rural DevelopmentFinancialBonds1.35%
Export-Import Bank Of IndiaFinancialBonds1.35%
Tamilnadu StateOthersSDL1.35%
LIC Housing Finance Ltd.FinancialNCD1.34%
National Bank For Agriculture & Rural DevelopmentFinancialBonds1.33%
Canara BankFinancialCD1.32%
360 One Wam Ltd.FinancialCP1.28%
National Bank For Agriculture & Rural DevelopmentFinancialCD1.27%
Muthoot Finance Ltd.FinancialDebenture0.95%
360 ONE Wealth Ltd.FinancialNCD0.82%
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
Name3Y5Y10YAll
Fund returns+6.5%+7.2%+5.7%+7.0%
Category average (Debt Low Duration)+7.1%+5.9%+6.5%--
Rank (Debt Low Duration)202----

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

Fund management

About Sundaram Low Duration Fund Growth

Sundaram Low Duration Fund Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 15 May 2026 is ₹3,612.39. The Sundaram Low Duration Fund Growth 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₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,