Sundaram Low Duration Fund Growth

Sundaram Low Duration Fund Growth

Debt
Low Duration
Low to Moderate Risk
+6.71%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jan '26
₹3,565.17
Min. SIP amount
Not Supported
Fund size
₹472.15 Cr
Expense ratio
1.21%

Holdings (38)

NameSectorInstrumentsAssets
Bank Of BarodaFinancialCD6.98%
Jamnagar Utilities and Power Pvt. Ltd.Capital GoodsNCD5.27%
Reserve Bank of IndiaFinancialT-Bills5.26%
Punjab National BankFinancialCD5.24%
Canara BankFinancialCD5.16%
Bharti Telecom Ltd.CommunicationDebenture4.32%
Punjab National BankFinancialCD4.18%
National Bank For Agriculture & Rural DevelopmentFinancialBonds3.22%
Can Fin Homes Ltd.FinancialFRB3.20%
Shriram Finance LtdFinancialDebenture3.20%
REC Ltd.FinancialDebenture3.19%
REC Ltd.FinancialDebenture3.16%
GOISovereignGOI Sec3.14%
Muthoot Finance Ltd.FinancialBonds2.15%
PNB Housing Finance Ltd.FinancialDebenture2.15%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.14%
JM Financial Products Ltd.FinancialDebenture2.13%
Power Finance Corporation Ltd.FinancialBonds2.13%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.12%
HDFC Bank Ltd.FinancialCD2.11%
National Bank For Agriculture & Rural DevelopmentFinancialCD2.10%
Small Industries Devp. Bank of India Ltd.FinancialCD2.10%
Bank Of BarodaFinancialCD2.00%
Can Fin Homes Ltd.FinancialDebenture1.92%
Godrej Industries Ltd.Consumer StaplesDebenture1.91%
India Infoline Finance Ltd.FinancialCP1.47%
Export-Import Bank Of IndiaFinancialBonds1.07%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.07%
National Bank For Agriculture & Rural DevelopmentFinancialBonds1.07%
Tamilnadu StateOthersSDL1.07%
REC Ltd.FinancialDebenture1.07%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.07%
Small Industries Devp. Bank of India Ltd.FinancialBonds1.07%
LIC Housing Finance Ltd.FinancialNCD1.06%
Export-Import Bank Of IndiaFinancialCD1.05%
Union Bank of IndiaFinancialCD1.03%
Muthoot Finance Ltd.FinancialDebenture0.75%
360 ONE Wealth Ltd.FinancialNCD0.64%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+6.7%+7.1%+5.8%+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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Low Duration Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 30 Jan 2026 is ₹3,565.17. The Sundaram Low Duration Fund Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹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₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
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,