Fund Details
Sundaram Low Duration Fund Retail Plan Monthly Dividend
| Risk | Moderately Low |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.85% |
| NAV | ₹10.56 (25 Nov 2020) |
|---|---|
| Fund Started | 23 Apr 2007 |
| Fund Size | ₹414 Cr |
Returns
as per Historical Returns
Comparison
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
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
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. 3Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 11.9% |
| Housing & Urban Development Corpn. Ltd. | Financial | NCD | 7.0% |
| Reserve Bank of India | Financial | T-Bills | 6.4% |
| Reliance Industries Ltd. | Energy | CP | 6.0% |
| Aditya Birla Money Ltd. | Financial | CP | 6.0% |
| Aditya Birla Fashion and Retail Ltd. | Services | CP | 6.0% |
| Reserve Bank of India | Financial | T-Bills | 6.0% |
| Axis Bank Ltd. | Financial | CD | 5.8% |
| Muthoot Finance Ltd. | Financial | Bonds/NCD | 4.9% |
| LIC Housing Finance Ltd. | Financial | Debenture | 4.9% |
Fund Managers
Sundaram Low Duration Fund Retail Plan Monthly Dividend Details
Sundaram Low Duration Fund Retail Plan Monthly Dividend 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 Retail Plan Monthly Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹414 Cr and the Latest NAV as of 25 Nov 2020 is ₹10.56.
The Sundaram Low Duration Fund Retail Plan Monthly Dividend is rated Moderately Low risk. Minimum SIP Investment is set to 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.
