Mutual Fund Details

Sundaram Low Duration Fund Direct-Growth

Name: Sundaram Low Duration Fund Direct-Growth
Brand: Sundaram Mutual Fund

Debt Low Duration

NAV

₹3282.4372

as on 08 Dec 2023, 10:10 PM

₹0.5607(0.02%)

Last Change

Scheme Ratings

Low Duration

3M Returns

rated by Value Research

Low Duration

Rankings based on 3M Returns | as on 11 Dec 2023

Baroda BNP Paribas Low Duration Fund Direct-Growth

1.71%

HSBC Low Duration Fund Direct-Growth

1.68%

SBI Magnum Low Duration Fund Direct Plan-Growth

1.68%

Mahindra Manulife Low Duration Fund Direct - Growth

1.67%

Sundaram Low Duration Fund Direct-Growth

1.66%

Schemes Managed By

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,22,699

₹1,25,403

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹25,403

Profit (absolute return)

25.40%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

1.66%

In the last 6 months

3.41%

In the last 1 year

7.37%

In the last 3 years

25.40%

In the last 5 years

29.54%

In the last 10 years

93.82%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at moderate risk

Scheme Information

Sundaram Low Duration Fund Direct-Growth

as of 30 Nov 2023, 05:30 AM

₹465.70 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

No charges on withdrawal

0.33%

Expense Ratio

Plan

Growth

16.54%

Cash Holding

Benchmark

NIFTY Low Duration Debt Index B-I

Scheme Document

View

Benchmark

NIFTY Low Duration Debt Index B-I

Exit Load

No charges on withdrawal

Scheme Document

View

Companies Holding in this Mutual Fund

as on 30 Nov 2023

Sort By

Value

Company

Reserve Bank of India

9.50%

₹44.24 Cr

Kotak Mahindra Bank Ltd.

6.35%

₹29.57 Cr

Power Finance Corpn. Ltd.

5.32%

₹24.78 Cr

GOI

5.31%

₹24.73 Cr

Others

73.52%

₹342.38 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2023

Sort By

Value

Company

Reserve Bank of India

9.50%

₹44.24 Cr

Kotak Mahindra Bank Ltd.

6.35%

₹29.57 Cr

Power Finance Corpn. Ltd.

5.32%

₹24.78 Cr

GOI

5.31%

₹24.73 Cr

Others

73.52%

₹342.38 Cr

View All

Instruments Holding in this Mutual Fund

as on 30 Nov 2023

Sort By

Value

Instrument

37.73%

₹175.73 Cr

Debenture

23.92%

₹111.37 Cr

16.36%

₹76.17 Cr

T-Bills

8.24%

₹38.35 Cr

GOI Sec

5.94%

₹27.67 Cr

Others

7.82%

₹36.42 Cr

View All

Instruments Holding in this Mutual Fund

as on 30 Nov 2023

Sort By

Value

Instrument

37.73%

₹175.73 Cr

Debenture

23.92%

₹111.37 Cr

16.36%

₹76.17 Cr

T-Bills

8.24%

₹38.35 Cr

GOI Sec

5.94%

₹27.67 Cr

Others

7.82%

₹36.42 Cr

View All

Funds in this Category

This fund's returns:

7.84%

Return Duration

3 Years

UTI Low Duration Fund Direct-Growth

Nippon India Low Duration Fund Direct-Growth

Aditya Birla Sun Life Low Duration Fund Direct-Growth

About Sundaram Low Duration Fund Direct-Growth

Sundaram Low Duration Fund Direct-Growth is a Debt mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Sandeep Agarwal and Dwijendra Srivastava. It has an AUM of ₹465.70 Crores and the latest NAV decalared is ₹3282.437 as on 11 Dec 2023 at 3:11 pm.

Sundaram Low Duration Fund Direct-Growth scheme return performance in last 1 year is 7.37%, in last 3 years is 25.40% and 79.85% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:	₹465.70 Cr
Category:	Debt: Low Duration
Launch Date:	Invalid date
Fund Type:	Open-End

About Fund Category

Low Duration Funds maintain a portfolio of high-rated debt and money market instruments. Since the portfolio has a Macaulay duration of around 6 to12 months, these funds try to achieve a balance of safety, liquidity and yield. Investors may find these funds suitable to earn regular income on short term surplus money.