Fund Details
Sundaram Low Duration Fund Retail Plan Monthly Dividend
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.81% |
| NAV | ₹10.54 (04 Mar 2021) |
|---|---|
| Fund Started | 23 Apr 2007 |
| Fund Size | ₹442 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Exit load is zero
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
5. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 11.2% |
| GOI | Sovereign | GOI Sec | 5.7% |
| Chennai Petroleum Corpn. Ltd. | Energy | CP | 5.6% |
| IIFL Wealth Management Ltd | Financial | CP | 5.6% |
| Reserve Bank of India | Financial | T-Bills | 5.6% |
| Bank Of Baroda | Financial | CD | 5.6% |
| National Bank For Agriculture & Rural Development | Financial | CP | 5.6% |
| Export-Import Bank Of India | Financial | CD | 5.6% |
| Muthoot Finance Ltd. | Financial | Bonds/NCD | 4.6% |
| LIC Housing Finance Ltd. | Financial | Debenture | 4.6% |
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 ₹442 Cr and the Latest NAV as of 04 Mar 2021 is ₹10.54.
The Sundaram Low Duration Fund Retail Plan Monthly Dividend is rated Low to Moderate 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.
