| NAV: 31 Dec 2021 | ₹11.41 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹549.95Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 11.8% | 5.0% | 5.7% | 7.5% |
| Category average | 5.6% | 4.8% | 5.7% | NA |
| Rank with in category | 1 | 16 | 14 | NA |
Holdings (27)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| National Bank For Agriculture & Rural Development | Financial | Debenture | 5.5% |
| National Highways Authority of India Ltd. | Services | Bonds | 4.6% |
| Reliance Jio Infocomm Ltd. | Communication | CP | 4.5% |
Reserve Bank of India | Financial | T-Bills | 4.5% |
Astec Lifesciences Ltd. | Healthcare | CP | 4.5% |
| Reliance Industries Ltd. | Energy | CP | 4.5% |
| IIFL Wealth Management Ltd | Financial | CP | 3.6% |
Aditya Birla Money Ltd. | Financial | CP | 3.6% |
Tata Power Renewable Energy Ltd. | Engineering | CP | 3.6% |
| Piramal Capital & Housing Finance Ltd. | Financial | Debenture | 3.4% |
Expense ratio, exit load and tax
Expense ratio: 0.90%
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Dwijendra SrivastavaJul 2010 - PresentView details
Siddharth ChaudharyJun 2012 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW?
You can easily invest in Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW 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) Retail Plan Monthly IDCW 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) Retail Plan Monthly IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW provide?
The Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW 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) Retail Plan Monthly IDCW?
The term
Expense Ratio used for Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW 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) Retail Plan Monthly IDCW is 0.90% as of 26 May 2022...
What is the AUM of Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW?
The AUM, short for Assets Under Management of Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW is ₹549.95Cr as of 26 May 2022.
How to Redeem Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW?
If you want to sell your Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW 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) Retail Plan Monthly IDCW?
What is the NAV of Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW?
The NAV of Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW is ₹11.41 as of 31 Dec 2021.
