How to Invest in Sundaram Low Duration Fund(Ex) Direct IDCW Monthly?

You can easily invest in Sundaram Low Duration Fund(Ex) Direct IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Low Duration Fund(Ex) Direct IDCW Monthly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Low Duration Fund(Ex) Direct IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Low Duration Fund(Ex) Direct IDCW Monthly provide?

The Sundaram Low Duration Fund(Ex) Direct IDCW Monthly has been there from 02 Jan 2013 and the average annual returns provided by this fund is 12.59% since its inception.

How much expense ratio is charged by Sundaram Low Duration Fund(Ex) Direct IDCW Monthly?

The term Expense Ratio used for Sundaram Low Duration Fund(Ex) Direct IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly is 0.21% as of 31 Oct 2025...

What is the AUM of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly?

The AUM, short for Assets Under Management of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly is ₹549.95Cr as of 31 Oct 2025.

How to Redeem Sundaram Low Duration Fund(Ex) Direct IDCW Monthly?

If you want to sell your Sundaram Low Duration Fund(Ex) Direct IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly?

You can select either SIP or Lumpsum investment of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly?

The NAV of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly is ₹11.67 as of 31 Dec 2021.

What is the PE and PB ratio of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly?

The PE ratio ratio of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Low Duration Fund(Ex) Direct IDCW Monthly - NAV, Mutual Fund Performance & Portfolio

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Sundaram Low Duration Fund(Ex) Direct IDCW Monthly
Debt
Low Duration
Moderate Risk
Payout
+5.53%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 31 Dec 2021
₹11.67
Rating
3
Min. SIP amount
Not Supported
Fund size
₹549.95Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (27)NameSectorInstrumentAssets
National Bank For Agriculture & Rural Development
FinancialDebenture5.46%
National Highways Authority of India Ltd.
ServicesBonds4.59%
Reliance Jio Infocomm Ltd.
CommunicationCP4.52%
Reserve Bank of India
FinancialT-Bills4.51%
Astec Lifesciences Ltd.
HealthcareCP4.51%
Reliance Industries Ltd.
EnergyCP4.51%
IIFL Wealth Management Ltd
FinancialCP3.63%
Aditya Birla Money Ltd.
FinancialCP3.61%
Tata Power Renewable Energy Ltd.
EngineeringCP3.61%
Piramal Capital & Housing Finance Ltd.
FinancialDebenture3.39%
Power Finance Corporation Ltd.
FinancialDebenture2.80%
Housing Development Finance Corpn. Ltd.
FinancialDebenture2.78%
Power Finance Corporation Ltd.
FinancialDebenture2.76%
Julius Baer Capital India Pvt Ltd.
FinancialCP2.71%
Axis Bank Ltd.
FinancialCD2.71%
Axis Bank Ltd.
FinancialCD2.68%
Sikka Ports and Terminals Ltd.
EnergyDebenture1.91%
Export-Import Bank Of India
FinancialBonds1.86%
Housing Development Finance Corpn. Ltd.
FinancialDebenture1.86%
LIC Housing Finance Ltd.
FinancialZCB1.84%
IGH Holdings Pvt. Ltd.
CommunicationCP1.82%
IIFL Wealth Prime Ltd.
FinancialCP1.80%
JM Financial Services Pvt. Ltd.
FinancialCP1.80%
LIC Housing Finance Ltd.
FinancialCP1.77%
GOI
SovereignGOI Sec0.96%
Housing & Urban Development Corporation Ltd.
FinancialDebenture0.93%
REC Ltd.
FinancialDebenture0.92%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns12.6%5.5%6.3%7.6%
Category average7.4%7.2%5.9%NA
Rank with in category11614NA
Understand terms
Peer ComparisonDebt, Low Duration fundsRating1Y3YFund Size(Cr)
Sundaram Low Duration Fund Direct IDCW Monthly
5
7.9%7.8%389.65
Mirae Asset Low Duration Fund Direct IDCW Monthly
4
8.0%7.7%2,231.96
LIC MF Low Duration Fund Direct IDCW Daily
5
7.8%7.6%1,705.18
LIC MF Low Duration Fund Direct IDCW Monthly
5
7.8%7.6%1,705.18
LIC MF Low Duration Fund Direct IDCW Weekly
5
7.8%7.6%1,705.18
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2021 - Present
0.21%
31 Dec 2021 - 31 Dec 2021
0.21%
30 Nov 2021 - 31 Dec 2021
0.33%
31 Oct 2021 - 30 Nov 2021
0.33%
30 Sep 2021 - 31 Oct 2021
0.33%
31 Aug 2021 - 30 Sep 2021
0.33%
31 Jul 2021 - 31 Aug 2021
0.33%
30 Jun 2021 - 31 Jul 2021
0.33%
31 May 2021 - 30 Jun 2021
0.33%
30 Apr 2021 - 31 May 2021
0.33%
31 Mar 2021 - 30 Apr 2021
0.27%
28 Feb 2021 - 31 Mar 2021
0.33%
31 Jan 2021 - 28 Feb 2021
0.33%
31 Dec 2020 - 31 Jan 2021
0.33%
30 Nov 2020 - 31 Dec 2020
0.33%
31 Oct 2020 - 30 Nov 2020
0.33%
30 Sep 2020 - 31 Oct 2020
0.33%
31 Aug 2020 - 30 Sep 2020
0.33%
31 Jul 2020 - 31 Aug 2020
0.33%
30 Jun 2020 - 31 Jul 2020
0.33%
31 May 2020 - 30 Jun 2020
0.33%
30 Apr 2020 - 31 May 2020
0.33%
31 Mar 2020 - 30 Apr 2020
0.33%
29 Feb 2020 - 31 Mar 2020
0.28%
31 Jan 2020 - 29 Feb 2020
0.28%
31 Dec 2019 - 31 Jan 2020
0.28%
30 Nov 2019 - 31 Dec 2019
0.28%
31 Oct 2019 - 30 Nov 2019
0.28%
30 Sep 2019 - 31 Oct 2019
0.26%
31 Aug 2019 - 30 Sep 2019
0.26%
31 Jul 2019 - 31 Aug 2019
0.26%
30 Jun 2019 - 31 Jul 2019
0.26%
31 May 2019 - 30 Jun 2019
0.27%
30 Apr 2019 - 31 May 2019
0.26%
31 Mar 2019 - 30 Apr 2019
0.28%
28 Feb 2019 - 31 Mar 2019
0.28%
31 Jan 2019 - 28 Feb 2019
0.28%
31 Dec 2018 - 31 Jan 2019
0.28%
30 Nov 2018 - 31 Dec 2018
0.28%
31 Oct 2018 - 30 Nov 2018
0.28%
30 Sep 2018 - 31 Oct 2018
0.28%
31 Aug 2018 - 30 Sep 2018
0.27%
31 Jul 2018 - 31 Aug 2018
0.30%
30 Jun 2018 - 31 Jul 2018
0.30%
31 May 2018 - 30 Jun 2018
0.30%
30 Apr 2018 - 31 May 2018
0.30%
31 Mar 2018 - 30 Apr 2018
0.29%
28 Feb 2018 - 31 Mar 2018
0.27%
31 Jan 2018 - 28 Feb 2018
0.19%
31 Dec 2017 - 31 Jan 2018
0.32%
30 Nov 2017 - 31 Dec 2017
0.24%
31 Oct 2017 - 30 Nov 2017
0.22%
Expense ratio, exit load and taxExpense ratio: 0.21%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Fund managementDwijendra 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
Sundaram Corporate Bond Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Sundaram Multi Asset Allocation Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth
Sundaram Multi Factor Fund Direct Growth
Siddharth Chaudhary
Jan 2013 - Present
View details
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Also manages these schemes
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Hybrid Fund Series N Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Ultra Short Term Fund Direct Growth
Bajaj Finserv Liquid Fund Direct Growth
Bajaj Finserv Overnight Fund Direct Growth
Bajaj Finserv Money Market Fund Direct Growth
Bajaj Finserv Flexi Cap Fund Direct Growth
Bajaj Finserv Arbitrage Fund Direct Growth
Bajaj Finserv Banking and PSU Fund Direct Growth
Bajaj Finserv Balanced Advantage Fund Direct Growth
Bajaj Finserv Large and Mid Cap Fund Direct Growth
Bajaj Finserv Large Cap Fund Direct Growth
Bajaj Finserv Healthcare Fund Direct Growth
Bajaj Finserv ELSS Tax Saver Fund Direct Growth
Bajaj Finserv Gilt Fund Direct Growth
Bajaj Finserv Multi Cap Fund Direct Growth
Bajaj Finserv Small Cap Fund Direct Growth
Bajaj Finserv Equity Savings Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹71,486.25Cr
Date of Incorporation26 Feb 1996
    Sundaram Low Duration Fund(Ex) Direct IDCW Monthly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Low Duration Fund(Ex) Direct IDCW Monthly fund.     The fund currently has an Asset Under Management(AUM) of ₹71,486 Cr and     the Latest NAV as of 31 Dec 2021 is ₹11.67.  

    The Sundaram Low Duration Fund(Ex) Direct IDCW Monthly is rated Moderate risk.     Minimum SIP Investment is set to ₹1,000.          
  ;
Investment ObjectiveThe scheme objective is to provide a level of income consistent with liquidity through investments made primarily in money-market and debt securities. 
 
;
Fund benchmarkNIFTY Low Duration Debt Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Low Duration Fund(Ex) Direct IDCW Monthly
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
National Bank For Agriculture & Rural Development	Financial	Debenture	5.46%
National Highways Authority of India Ltd.	Services	Bonds	4.59%
Reliance Jio Infocomm Ltd.	Communication	CP	4.52%
Reserve Bank of India	Financial	T-Bills	4.51%
Astec Lifesciences Ltd.	Healthcare	CP	4.51%
Reliance Industries Ltd.	Energy	CP	4.51%
IIFL Wealth Management Ltd	Financial	CP	3.63%
Aditya Birla Money Ltd.	Financial	CP	3.61%
Tata Power Renewable Energy Ltd.	Engineering	CP	3.61%
Piramal Capital & Housing Finance Ltd.	Financial	Debenture	3.39%
Power Finance Corporation Ltd.	Financial	Debenture	2.80%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	2.78%
Power Finance Corporation Ltd.	Financial	Debenture	2.76%
Julius Baer Capital India Pvt Ltd.	Financial	CP	2.71%
Axis Bank Ltd.	Financial	CD	2.71%
Axis Bank Ltd.	Financial	CD	2.68%
Sikka Ports and Terminals Ltd.	Energy	Debenture	1.91%
Export-Import Bank Of India	Financial	Bonds	1.86%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	1.86%
LIC Housing Finance Ltd.	Financial	ZCB	1.84%
IGH Holdings Pvt. Ltd.	Communication	CP	1.82%
IIFL Wealth Prime Ltd.	Financial	CP	1.80%
JM Financial Services Pvt. Ltd.	Financial	CP	1.80%
LIC Housing Finance Ltd.	Financial	CP	1.77%
GOI	Sovereign	GOI Sec	0.96%
Housing & Urban Development Corporation Ltd.	Financial	Debenture	0.93%
REC Ltd.	Financial	Debenture	0.92%

	1Y	3Y	5Y	All
Fund returns	12.6%	5.5%	6.3%	7.6%
Category average	7.4%	7.2%	5.9%	NA
Rank with in category	1	16	14	NA

Debt, Low Duration funds	Rating	1Y	3Y	Fund Size(Cr)
Sundaram Low Duration Fund Direct IDCW Monthly	5	7.9%	7.8%	389.65
Mirae Asset Low Duration Fund Direct IDCW Monthly	4	8.0%	7.7%	2,231.96
LIC MF Low Duration Fund Direct IDCW Daily	5	7.8%	7.6%	1,705.18
LIC MF Low Duration Fund Direct IDCW Monthly	5	7.8%	7.6%	1,705.18
LIC MF Low Duration Fund Direct IDCW Weekly	5	7.8%	7.6%	1,705.18