Sundaram Low Duration Fund(Ex) Direct IDCW Fortnightly

Debt
Low Duration
Moderate Risk
Payout
5.53%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021₹11.92
Min. SIP amountNot Supported
Rating3
Fund size₹549.95Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns12.6%5.5%6.3%7.6%
Category average3.3%5.2%5.3%NA
Rank with in category11614NA
Understand terms

Holdings (27)

NameSectorInstrumentAssets
National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.5%
National Highways Authority of India Ltd.ServicesBonds4.6%
Reliance Jio Infocomm Ltd.CommunicationCP4.5%
Reserve Bank of India
FinancialT-Bills4.5%
Astec Lifesciences Ltd.
HealthcareCP4.5%
Reliance Industries Ltd.EnergyCP4.5%
IIFL Wealth Management LtdFinancialCP3.6%
Aditya Birla Money Ltd.
FinancialCP3.6%
Tata Power Renewable Energy Ltd.
EngineeringCP3.6%
Piramal Capital & Housing Finance Ltd.FinancialDebenture3.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.21%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dwijendra Srivastava
Jan 2013 - 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

Siddharth Chaudhary
Jan 2013 - Present
View details

Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
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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Sundaram Low Duration Fund(Ex) Direct IDCW Fortnightly
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