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Sundaram Low Duration Fund Direct Bonus+0.02%

6.04%
1 Year Return
Debt
Low Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Low Duration Fund Direct Bonus

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.33%
NAV₹14.29 (11 Nov 2019)
Fund Started10 May 2013
Fund Size433 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
6.0%
3.9%
5.5%
7.0%
Category Average
5.9%
5.0%
6.0%
-
Rank Within Category
20
19
18
-
*All returns are annualized.
SIP
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 6.0% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.33%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills11.5%
Reserve Bank of IndiaFinancialT-Bills8.0%
Aditya Birla Fashion and Retail Ltd.ServicesCP5.8%
IIFL Wealth Management LtdFinancialCP5.7%
Bank Of BarodaFinancialCD5.7%
National Bank For Agriculture & Rural DevelopmentFinancialCP5.7%
Export-Import Bank Of IndiaFinancialCD5.7%
Axis Bank Ltd.FinancialCD5.6%
LIC Housing Finance Ltd.FinancialDebenture4.7%
Muthoot Finance Ltd.FinancialBonds/NCD4.7%
See All

Fund Managers

Dwijendra Srivastava
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Siddharth Chaudhary
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Sundaram Low Duration Fund Direct Bonus Details

Sundaram Low Duration Fund Direct Bonus is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 10 May 2013. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Low Duration Fund Direct Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹433 Cr and the Latest NAV as of 11 Nov 2019 is ₹14.29.

The Sundaram Low Duration Fund Direct Bonus is rated Moderately Low risk. Minimum SIP Investment is set to 1000.

Investment Objective

The scheme objective is to provide a level of income consistent with liquidity through investments made primarily in money-market and debt securities.

Tax Implications

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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