Sundaram Low Duration Fund Regular Plan Dividend Monthly+0.01%

2
6.95%
1 Year Return
Debt
Low Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Low Duration Fund Regular Plan Dividend Monthly

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.83%
NAV10.62 (24 Sep 2020)
Fund Started23 Apr 2007
Fund Size395 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Low Duration Fund Regular Plan Dividend Monthly
7.0%
3.5%
5.1%
7.2%
Category Average
6.2%
5.1%
6.1%
-
Rank within category
18
19
19
-
*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
    0
    with 7.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    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. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reserve Bank of IndiaFinancialT-Bills12.6%
    Housing & Urban Development Corpn. Ltd.FinancialNCD7.4%
    Reserve Bank of IndiaFinancialT-Bills6.3%
    Reliance Industries Ltd.EnergyCP6.3%
    Aditya Birla Money Ltd.FinancialCP6.2%
    Muthoot Finance Ltd.FinancialBonds/NCD5.1%
    Tata Power Co. Ltd.EnergyCP5.0%
    Century Textiles & Inds. Ltd.DiversifiedCP5.0%
    REC Ltd.FinancialDebenture4.0%
    Housing Development Finance Corpn. Ltd.FinancialDebenture3.3%
    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 PGIM India Mutual Fund, 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

    Sundaram Low Duration Fund Regular Plan Dividend Monthly Details

    Sundaram Low Duration Fund Regular Plan Dividend Monthly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 23 Apr 2007. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Low Duration Fund Regular Plan Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹395 Cr and the Latest NAV as of 24 Sep 2020 is ₹10.62.

    The Sundaram Low Duration Fund Regular Plan Dividend Monthly is rated Moderately Low 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
    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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