Fund Details
Sundaram Low Duration Fund Retail Plan Dividend Quarterly
| Risk | Moderately Low |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.81% |
| NAV | ₹10.80 (27 Jan 2021) |
|---|---|
| Fund Started | 23 Apr 2007 |
| Fund Size | ₹433 Cr |
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 | 11.5% |
| Reserve Bank of India | Financial | T-Bills | 8.0% |
| Aditya Birla Fashion and Retail Ltd. | Services | CP | 5.8% |
| IIFL Wealth Management Ltd | Financial | CP | 5.7% |
| Bank Of Baroda | Financial | CD | 5.7% |
| National Bank For Agriculture & Rural Development | Financial | CP | 5.7% |
| Export-Import Bank Of India | Financial | CD | 5.7% |
| Axis Bank Ltd. | Financial | CD | 5.6% |
| LIC Housing Finance Ltd. | Financial | Debenture | 4.7% |
| Muthoot Finance Ltd. | Financial | Bonds/NCD | 4.7% |
Fund Managers
Sundaram Low Duration Fund Retail Plan Dividend Quarterly Details
Sundaram Low Duration Fund Retail Plan Dividend 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 Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹433 Cr and the Latest NAV as of 27 Jan 2021 is ₹10.80.
The Sundaram Low Duration Fund Retail Plan Dividend Quarterly 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.
