Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Low Duration Fund Retail Plan Monthly IDCW

Sundaram Low Duration Fund Retail Plan Monthly IDCW

Debt
Low Duration
Low to Moderate Risk
3.46%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Sep 2021₹10.55
Min. SIP amountNA
Rating3star
Fund size₹378.09 Cr

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.5%2.7%4.2%7.0%
Category average5.6%4.8%5.7%NA
Rank with in category242019NA
Understand termsinfo

Holdings (24)

NameSectorInstrumentAssets
National Highways Authority of India Ltd.
ServicesNCD8.0%
National Bank For Agriculture & Rural Development
FinancialDebenture8.0%
EnergyCP6.6%
Tata Power Solar Systems Ltd.
EngineeringCP6.6%
Reserve Bank of India
FinancialT-Bills6.6%
Export-Import Bank Of India
FinancialCD6.5%
JM Financial Products Ltd.
FinancialCP5.3%
Power Finance Corporation Ltd.
FinancialDebenture4.1%
FinancialDebenture4.1%
Power Finance Corporation Ltd.
FinancialDebenture4.1%
See All

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.

Understand termsinfo
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
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Siddharth Chaudhary
Jun 2012 - Present
View details
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Fund house & investment objective

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Fund house contact details

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