Sundaram Low Duration Fund Direct Dividend Quarterly+0.04%

4Groww
-1.74%
1 Year Return
Debt
Low Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Low Duration Fund Direct Dividend Quarterly

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.26%
NAV11.3 (20 Aug 2019)
Fund Started02 Jan 2013
Fund Size936 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Low Duration Fund Direct Dividend Quarterly
-1.7%
4.3%
6.1%
7.0%
Category Average
3.3%
5.7%
6.7%
-
Rank within category
18
17
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -1.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. Exit load is zero
    Cons
    1. 1Y Returns are lower than the benchmark
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bank Of BarodaFinancialCD8.4%
    Power Finance Corpn. Ltd.FinancialDebenture5.3%
    National Bank For Agriculture & Rural DevelopmentFinancialCD4.9%
    REC Ltd.FinancialCP4.7%
    HDFC Bank Ltd.FinancialCD4.1%
    Indian BankFinancialCD3.6%
    REC Ltd.FinancialCP3.5%
    TMF Holdings Ltd.FinancialPvt. Placed Debts3.3%
    Small Industries Devp. Bank of India Ltd.FinancialDebenture2.7%
    Housing Development Finance Corpn. Ltd.FinancialDebenture2.7%
    See All

    Fund Managers

    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addSiddharth Chaudhary
    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.
    Funds Managed

    Other Details

    Sundaram Low Duration Fund Direct Dividend Quarterly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Low Duration Fund Direct Dividend Quarterly.The fund currently has an Asset Under Management(AUM) of ₹936 Cr and the Latest NAV as of 20 Aug 2019 is ₹11.3.

    The Sundaram Low Duration Fund Direct Dividend Quarterly is rated Moderately Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Nil.

    Investment Objective

    To provide a level of income consistent with liquidity through investments made primarily in money -market and debt securities. However, there can be no assurance that the investment objective of the scheme will be achieved. The scheme do not guarantee/indicate any returns.

    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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