Fund Details
Sundaram Low Duration Fund Retail Plan IDCW Quarterly
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.90% |
| NAV | ₹10.79 (17 Jun 2021) |
|---|---|
| Fund Started | 23 Apr 2007 |
| Fund Size | ₹344 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 |
|---|---|---|---|
| National Highways Authority of India Ltd. | Services | NCD | 8.9% |
| GOI | Sovereign | GOI Sec | 7.7% |
| Larsen & Toubro Ltd. | Construction | CP | 7.2% |
| Julius Baer Capital India Pvt Ltd. | Financial | CP | 7.2% |
| Reliance Industries Ltd. | Energy | CP | 7.2% |
| Muthoot Finance Ltd. | Financial | Bonds/NCD | 5.8% |
| REC Ltd. | Financial | Debenture | 4.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 4.4% |
| GOI | Sovereign | GOI Sec | 4.4% |
| JM Financial Products Ltd. | Financial | CP | 4.3% |
Fund Managers
Sundaram Low Duration Fund Retail Plan IDCW Quarterly Details
Sundaram Low Duration Fund Retail Plan IDCW Quarterly 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 IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹344 Cr and the Latest NAV as of 17 Jun 2021 is ₹10.79.
The Sundaram Low Duration Fund Retail Plan IDCW Quarterly 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.
