Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
Sundaram Mutual Fund

Sundaram Low Duration Fund Direct-Growth

NAV
returns change indicator
3391.1508
as on 17 May 2024, 10:45 PM
0.5859(0.02%)
Last Change
loaderloader

Scheme Ratings

5
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,24,746
star
1,27,441
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
27,441
Profit (absolute return)
27.44%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
1.91%
In the last 6 months
3.69%
In the last 1 year
7.32%
In the last 3 years
27.44%
In the last 5 years
29.47%
In the last 10 years
91.97%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at low to moderate risk

Scheme Information

Sundaram Low Duration Fund Direct-Growth
Sundaram Low Duration Fund Direct-Growth
as of 30 Apr 2024, 05:30 AM
514.99 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.39%
Expense Ratio
Plan
Growth
14.41%
Cash Holding
Benchmark
NIFTY Low Duration Debt Index A-I
Scheme Document
Benchmark
NIFTY Low Duration Debt Index A-I
Exit Load
No charges on withdrawal
Scheme Document

Companies Holding in this Mutual Fund

as on 30 Apr 2024
Sort By
Reserve Bank of India
6.50%
33.47 Cr
HDFC Bank Ltd.
6.40%
32.96 Cr
LIC Housing Finance Ltd.
5.76%
29.66 Cr
National Bank For Agriculture & Rural Development
5.59%
28.79 Cr
Others
75.75%
390.10 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 30 Apr 2024
CD
42.76%
220.21 Cr
Debenture
27.23%
140.26 Cr
Repo
10.99%
56.59 Cr
CP
6.59%
33.93 Cr
T-Bills
6.50%
33.46 Cr
Others
5.93%
30.54 Cr
View All
View All

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 ₹514.99 Crores and the latest NAV decalared is ₹3391.151 as on 19 May 2024 at 1:34 am.
Sundaram Low Duration Fund Direct-Growth scheme return performance in last 1 year is 7.32%, in last 3 years is 27.44% and 85.80% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:514.99 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.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
59,763.82 Cr
AUM
106
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237