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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly

Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly

Debt
Low Duration
Moderate Risk
Payout
4.95%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021₹11.46
Min. SIP amountNA
Rating5
Fund size₹549.95Cr

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.8%5.0%5.7%7.5%
Category average5.6%4.8%5.7%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: 0.53%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dwijendra Srivastava
Jul 2010 - 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
Jun 2012 - 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
Amc Image
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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FAQs

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

You can easily invest in Sundaram Low Duration Fund(Ex) Regular Plan 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) Regular Plan 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) Regular Plan IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

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

The Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly has been there from 23 Apr 2007 and the average annual returns provided by this fund is 11.79% since its inception.

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

The term Expense Ratio used for Sundaram Low Duration Fund(Ex) Regular Plan 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) Regular Plan IDCW Monthly is 0.53% as of 26 May 2022...

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

The AUM, short for Assets Under Management of Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly is ₹549.95Cr as of 26 May 2022.

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

If you want to sell your Sundaram Low Duration Fund(Ex) Regular Plan 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) Regular Plan IDCW Monthly?

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

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

The NAV of Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly is ₹11.46 as of 31 Dec 2021.

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

The PE ratio ratio of Sundaram Low Duration Fund(Ex) Regular Plan 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).

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