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

Sundaram Low Duration Fund Retail Plan IDCW Quarterly

Debt
Low Duration
Low to Moderate Risk
Payout
5.14%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2021₹11.62
Min. SIP amountNA
RatingNA
Fund size₹490.54Cr

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.8%5.1%5.7%7.5%
Category average5.6%4.8%5.7%NA
Rank with in category11614NA
Understand terms

Holdings (24)

NameSectorInstrumentAssets
FinancialDebenture6.1%
ServicesBonds5.2%
EnergyCP5.1%
EngineeringCP5.1%
FinancialCP4.1%
Aditya Birla Money Ltd.
FinancialCP4.0%
FinancialDebenture3.8%
FinancialDebenture3.1%
FinancialDebenture3.1%
FinancialDebenture3.1%
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 terms
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
Siddharth Chaudhary
Jun 2012 - Present
View details

Fund house & investment objective

Fund house contact details

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