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Sundaram Low Duration Fund Direct IDCW Monthly+0.01%

4.44%
1 Year Return
Debt
Low Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Low Duration Fund Direct IDCW Monthly

RiskLow to Moderate
Min SIP Amount₹1000
Expense Ratio0.33%
NAV₹10.79 (24 Jun 2021)
Fund Started02 Jan 2013
Fund Size344 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
4.4%
3.5%
5.1%
6.9%
Category Average
7.4%
4.9%
5.8%
-
Rank Within Category
22
19
18
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 4.4% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.33%
2. Exit load is zero
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
4. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
National Highways Authority of India Ltd.ServicesNCD8.9%
GOISovereignGOI Sec7.7%
Larsen & Toubro Ltd.ConstructionCP7.2%
Julius Baer Capital India Pvt Ltd.FinancialCP7.2%
Reliance Industries Ltd.EnergyCP7.2%
Muthoot Finance Ltd.FinancialBonds/NCD5.8%
REC Ltd.FinancialDebenture4.4%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.4%
GOISovereignGOI Sec4.4%
JM Financial Products Ltd.FinancialCP4.3%
See All

Fund Managers

Dwijendra Srivastava
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Siddharth Chaudhary
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Sundaram Low Duration Fund Direct IDCW Monthly Details

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 02 Jan 2013. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Low Duration Fund Direct IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹344 Cr and the Latest NAV as of 24 Jun 2021 is ₹10.79.

The Sundaram Low Duration Fund Direct IDCW Monthly is rated Low to Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 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)

₹1000
Min for First Investment
₹1000
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
Website
NA
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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