How to Invest in Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly?

You can easily invest in Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly provide?

The Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly has been there from 23 Apr 2007 and the average annual returns provided by this fund is 11.79% since its inception.

How much expense ratio is charged by Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly?

The term Expense Ratio used for Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly is 0.90% as of 27 Dec 2024...

What is the AUM of Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly?

The AUM, short for Assets Under Management of Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly is ₹549.95Cr as of 27 Dec 2024.

How to Redeem Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly?

If you want to sell your Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly?

The PE ratio ratio of Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly - NAV, Mutual Fund Performance & Portfolio

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Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly
Debt
Low Duration
Moderate Risk
Payout
4.95%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
  NAV: 31 Dec 2021₹11.58
Min. SIP amountNot Supported
RatingNA
Fund size₹549.95Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.8%5.0%5.7%7.5%
Category average7.3%6.1%6.1%NA
Rank with in category11614NA
Understand terms
Peer ComparisonDebt, Low Duration fundsRating1Y3YFund Size(Cr)
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Weekly
5
11.8%5.0%549.95
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Fortnightly
5
11.8%5.0%549.95
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Quarterly
5
11.8%5.0%549.95
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Daily
5
11.8%5.0%549.95
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly
5
11.8%5.0%549.95
Holdings (27)NameSectorInstrumentAssets
National Bank For Agriculture & Rural Development
FinancialDebenture5.46%
National Highways Authority of India Ltd.
ServicesBonds4.59%
Reliance Jio Infocomm Ltd.
CommunicationCP4.52%
Reserve Bank of India
FinancialT-Bills4.51%
Astec Lifesciences Ltd.
HealthcareCP4.51%
Reliance Industries Ltd.
EnergyCP4.51%
IIFL Wealth Management Ltd
FinancialCP3.63%
Aditya Birla Money Ltd.
FinancialCP3.61%
Tata Power Renewable Energy Ltd.
EngineeringCP3.61%
Piramal Capital & Housing Finance Ltd.
FinancialDebenture3.39%
Power Finance Corporation Ltd.
FinancialDebenture2.80%
Housing Development Finance Corpn. Ltd.
FinancialDebenture2.78%
Power Finance Corporation Ltd.
FinancialDebenture2.76%
Julius Baer Capital India Pvt Ltd.
FinancialCP2.71%
Axis Bank Ltd.
FinancialCD2.71%
Axis Bank Ltd.
FinancialCD2.68%
Sikka Ports and Terminals Ltd.
EnergyDebenture1.91%
Export-Import Bank Of India
FinancialBonds1.86%
Housing Development Finance Corpn. Ltd.
FinancialDebenture1.86%
LIC Housing Finance Ltd.
FinancialZCB1.84%
IGH Holdings Pvt. Ltd.
CommunicationCP1.82%
IIFL Wealth Prime Ltd.
FinancialCP1.80%
JM Financial Services Pvt. Ltd.
FinancialCP1.80%
LIC Housing Finance Ltd.
FinancialCP1.77%
GOI
SovereignGOI Sec0.96%
Housing & Urban Development Corporation Ltd.
FinancialDebenture0.93%
REC Ltd.
FinancialDebenture0.92%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2021 - Present
0.53%
31 Dec 2021 - 31 Dec 2021
0.53%
30 Nov 2021 - 31 Dec 2021
1.02%
31 Oct 2021 - 30 Nov 2021
1.02%
30 Sep 2021 - 31 Oct 2021
1.02%
31 Aug 2021 - 30 Sep 2021
1.02%
31 Jul 2021 - 31 Aug 2021
1.02%
30 Jun 2021 - 31 Jul 2021
1.02%
31 May 2021 - 30 Jun 2021
1.02%
30 Apr 2021 - 31 May 2021
1.02%
31 Mar 2021 - 30 Apr 2021
0.91%
28 Feb 2021 - 31 Mar 2021
0.99%
31 Jan 2021 - 28 Feb 2021
0.99%
31 Dec 2020 - 31 Jan 2021
0.99%
30 Nov 2020 - 31 Dec 2020
0.83%
31 Oct 2020 - 30 Nov 2020
0.83%
30 Sep 2020 - 31 Oct 2020
0.80%
31 Aug 2020 - 30 Sep 2020
0.83%
31 Jul 2020 - 31 Aug 2020
0.83%
30 Jun 2020 - 31 Jul 2020
0.83%
31 May 2020 - 30 Jun 2020
0.83%
30 Apr 2020 - 31 May 2020
0.74%
31 Mar 2020 - 30 Apr 2020
0.74%
29 Feb 2020 - 31 Mar 2020
0.69%
31 Jan 2020 - 29 Feb 2020
0.69%
31 Dec 2019 - 31 Jan 2020
0.77%
30 Nov 2019 - 31 Dec 2019
0.77%
31 Oct 2019 - 30 Nov 2019
0.77%
30 Sep 2019 - 31 Oct 2019
0.75%
31 Aug 2019 - 30 Sep 2019
0.75%
31 Jul 2019 - 31 Aug 2019
0.75%
30 Jun 2019 - 31 Jul 2019
0.75%
31 May 2019 - 30 Jun 2019
0.76%
30 Apr 2019 - 31 May 2019
0.75%
31 Mar 2019 - 30 Apr 2019
0.83%
28 Feb 2019 - 31 Mar 2019
0.83%
31 Jan 2019 - 28 Feb 2019
0.83%
31 Dec 2018 - 31 Jan 2019
0.83%
30 Nov 2018 - 31 Dec 2018
0.83%
31 Oct 2018 - 30 Nov 2018
0.93%
30 Sep 2018 - 31 Oct 2018
0.93%
31 Aug 2018 - 30 Sep 2018
0.93%
31 Jul 2018 - 31 Aug 2018
0.96%
30 Jun 2018 - 31 Jul 2018
0.96%
31 May 2018 - 30 Jun 2018
0.96%
30 Apr 2018 - 31 May 2018
0.96%
31 Mar 2018 - 30 Apr 2018
0.94%
28 Feb 2018 - 31 Mar 2018
0.93%
31 Jan 2018 - 28 Feb 2018
0.85%
31 Dec 2017 - 31 Jan 2018
0.98%
30 Nov 2017 - 31 Dec 2017
0.90%
31 Oct 2017 - 30 Nov 2017
0.88%
Expense ratio, exit load and taxExpense ratio: 0.90%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDwijendra Srivastava
Jul 2010 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Growth
Sundaram Select Micro Cap Series XI Direct   Growth
Sundaram Select Micro Cap Series XII Direct   Growth
Sundaram Value Fund Series VII Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Growth
Sundaram Select Micro Cap Series XIV Direct   Growth
Sundaram Value Fund Series VIII Direct   Growth
Sundaram Select Micro Cap Series XV Direct   Growth
Sundaram Select Small Cap Series V Direct   Growth
Sundaram Select Small Cap Series VI Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Growth
Sundaram Select Micro Cap Series XVI Direct   Growth
Sundaram Select Micro Cap Series XVII Direct   Growth
Sundaram Value Fund Series IX Direct   Growth
Sundaram Value Fund Series X Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Direct   Growth
Sundaram Emerging Small Cap Series 1 Direct   Growth
Sundaram Emerging Small Cap Series II Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct   Growth
Sundaram Emerging Small Cap Series III Direct   Growth
Sundaram Emerging Small Cap Series IV Direct   Growth
Sundaram Multi Cap Fund   Series I Direct   Growth
Sundaram Multi Cap Fund   Series II Direct   Growth
Sundaram Emerging Small Cap Series V Direct   Growth
Sundaram Emerging Small Cap Series VI Direct   Growth
Sundaram Services Fund Direct   Growth
Sundaram Emerging Small Cap Series VII Direct   Growth
Sundaram Money Market Fund Direct   Growth
Sundaram Equity Savings Fund(Ex) Direct   Growth
Sundaram Overnight Fund Direct   Growth
Sundaram Equity Fund Direct   Growth
Sundaram Arbitrage Fund(Ex) Direct   Growth
Sundaram Balanced Advantage Fund(Ex) Direct   Growth
Sundaram Large Cap Fund Direct   Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct   Growth
Sundaram Business Cycle Fund Direct   Growth
Siddharth Chaudhary
Jun 2012 - Present
View details
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Also manages these schemes
Sundaram Banking & PSU Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Hybrid Fund Series N Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Money Market Fund Direct   Growth
Sundaram Overnight Fund Direct   Growth
Sundaram Ultra Short Term Fund Direct   Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Liquid Direct Growth
Bajaj Finserv Liquid Fund Direct   Growth
Bajaj Finserv Overnight Fund Direct   Growth
Bajaj Finserv Money Market Fund Direct   Growth
Bajaj Finserv Flexi Cap Fund Direct   Growth
Bajaj Finserv Arbitrage Fund Direct   Growth
Bajaj Finserv Banking and PSU Fund Direct   Growth
Bajaj Finserv Multi Asset Allocation Fund Direct Growth
Bajaj Finserv Large Cap Fund Direct Growth
Bajaj Finserv Healthcare Fund Direct Growth
Bajaj Finserv ELSS Tax Saver Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹67,442.81Cr
Date of Incorporation26 Feb 1996
    Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly fund.     The fund currently has an Asset Under Management(AUM) of ₹67,443 Cr and     the Latest NAV as of 31 Dec 2021 is ₹11.58.  

    The Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly is rated Moderate risk.     Minimum SIP Investment is set to ₹1,000.          
  ;
Investment ObjectiveThe scheme objective is to provide a level of income consistent with liquidity through investments made primarily in money-market and debt securities. 
 
;
Fund benchmarkNIFTY Low Duration Debt Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	11.8%	5.0%	5.7%	7.5%
Category average	7.3%	6.1%	6.1%	NA
Rank with in category	1	16	14	NA

Debt, Low Duration funds	Rating	1Y	3Y	Fund Size(Cr)
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Weekly	5	11.8%	5.0%	549.95
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Fortnightly	5	11.8%	5.0%	549.95
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Quarterly	5	11.8%	5.0%	549.95
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Daily	5	11.8%	5.0%	549.95
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly	5	11.8%	5.0%	549.95

Name	Sector	Instrument	Assets
National Bank For Agriculture & Rural Development	Financial	Debenture	5.46%
National Highways Authority of India Ltd.	Services	Bonds	4.59%
Reliance Jio Infocomm Ltd.	Communication	CP	4.52%
Reserve Bank of India	Financial	T-Bills	4.51%
Astec Lifesciences Ltd.	Healthcare	CP	4.51%
Reliance Industries Ltd.	Energy	CP	4.51%
IIFL Wealth Management Ltd	Financial	CP	3.63%
Aditya Birla Money Ltd.	Financial	CP	3.61%
Tata Power Renewable Energy Ltd.	Engineering	CP	3.61%
Piramal Capital & Housing Finance Ltd.	Financial	Debenture	3.39%
Power Finance Corporation Ltd.	Financial	Debenture	2.80%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	2.78%
Power Finance Corporation Ltd.	Financial	Debenture	2.76%
Julius Baer Capital India Pvt Ltd.	Financial	CP	2.71%
Axis Bank Ltd.	Financial	CD	2.71%
Axis Bank Ltd.	Financial	CD	2.68%
Sikka Ports and Terminals Ltd.	Energy	Debenture	1.91%
Export-Import Bank Of India	Financial	Bonds	1.86%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	1.86%
LIC Housing Finance Ltd.	Financial	ZCB	1.84%
IGH Holdings Pvt. Ltd.	Communication	CP	1.82%
IIFL Wealth Prime Ltd.	Financial	CP	1.80%
JM Financial Services Pvt. Ltd.	Financial	CP	1.80%
LIC Housing Finance Ltd.	Financial	CP	1.77%
GOI	Sovereign	GOI Sec	0.96%
Housing & Urban Development Corporation Ltd.	Financial	Debenture	0.93%
REC Ltd.	Financial	Debenture	0.92%

Rank (total assets)	#17 in India
Total AUM	₹67,442.81Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Low Duration Debt Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (27)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.90%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Dwijendra SrivastavaJul 2010 - PresentView details

Siddharth ChaudharyJun 2012 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dwijendra Srivastava
Jul 2010 - Present
View details

Siddharth Chaudhary
Jun 2012 - Present
View details