Mutual Fund Details
Sundaram Low Duration Fund Direct - Growth
NAV
₹25.5581
as on 20 Feb 2020, 10:35 PM
₹0.0039(0.02%)
Last Change
Scheme Ratings
5
Low Duration
3M Returns
4
rated by Morningstar
2
rated by Value Research
1
rated by CRISIL
Low Duration
Rankings based on 3M Returns | as on 21 Feb 2020
×
1
L&T Low Duration Fund Direct - Growth
2.18%
2
Kotak Low Duration Fund Direct - Growth
2.13%
3
Nippon India Low Duration Fund Direct - Growth
2.05%
4
ICICI Prudential Savings Fund Direct Plan - Growth
1.93%
5
Sundaram Low Duration Fund Direct - Growth
1.92%
Schemes Managed By
Investment Performance
would have given a return of
₹110,871
₹121,647
₹111,446
₹113,456
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹13,456
Profit (absolute return)
13.46%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
1.93%
In the last 6 months
4.01%
In the last 1 year
1.80%
In the last 3 years
13.46%
In the last 5 years
33.86%
In the last 10 years
NA
Absolute Returns
CAGR
Scheme Riskometer
low
moderately low
moderate
moderately high
high
Investors understand that their principal will be at moderately low risk
Scheme Information
Sundaram Low Duration Fund Direct - Growth
as of 20 Feb 2020, 10:35 PM
Companies Holding in this Mutual Fund
as on 31 Jan 2020
REC Ltd.
9.37%
₹43.11 Cr
Axis Bank Ltd.
7.35%
₹33.81 Cr
Export-Import Bank Of India
7.30%
₹33.58 Cr
TMF Holdings Ltd.
6.80%
₹31.28 Cr
Kotak Mahindra Bank Ltd.
6.35%
₹29.21 Cr
Tata Power Renewable Energy Ltd.
6.35%
₹29.21 Cr
Muthoot Finance Ltd.
6.33%
₹29.12 Cr
LIC Housing Finance Ltd.
6.03%
₹27.74 Cr
National Bank For Agriculture & Rural Development
5.29%
₹24.34 Cr
Housing Development Finance Corpn. Ltd.
4.99%
₹22.96 Cr
View All
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Companies Holding in this Mutual Fund
as on 31 Jan 2020
REC Ltd.
9.37%
₹43.11 Cr
Axis Bank Ltd.
7.35%
₹33.81 Cr
Export-Import Bank Of India
7.30%
₹33.58 Cr
TMF Holdings Ltd.
6.80%
₹31.28 Cr
Kotak Mahindra Bank Ltd.
6.35%
₹29.21 Cr
Tata Power Renewable Energy Ltd.
6.35%
₹29.21 Cr
Muthoot Finance Ltd.
6.33%
₹29.12 Cr
LIC Housing Finance Ltd.
6.03%
₹27.74 Cr
National Bank For Agriculture & Rural Development
5.29%
₹24.34 Cr
Housing Development Finance Corpn. Ltd.
4.99%
₹22.96 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Jan 2020
CP
19.66%
₹90.44 Cr
CD
18.81%
₹86.54 Cr
Debenture
15.87%
₹73.00 Cr
CBLO
10.67%
₹49.10 Cr
Bonds
9.17%
₹42.17 Cr
T-Bills
9.15%
₹42.08 Cr
Repo
4.91%
₹22.59 Cr
NCD
4.89%
₹22.49 Cr
Cash/NCA
4.19%
₹19.28 Cr
Bonds/NCD
2.16%
₹9.94 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Jan 2020
CP
19.66%
₹90.44 Cr
CD
18.81%
₹86.54 Cr
Debenture
15.87%
₹73.00 Cr
CBLO
10.67%
₹49.10 Cr
Bonds
9.17%
₹42.17 Cr
T-Bills
9.15%
₹42.08 Cr
Repo
4.91%
₹22.59 Cr
NCD
4.89%
₹22.49 Cr
Cash/NCA
4.19%
₹19.28 Cr
Bonds/NCD
2.16%
₹9.94 Cr
View All
View All
This fund's returns:
4.30%Return Duration
3 Years
Kotak Low Duration Fund Direct - Growth
DebtLow Duration
Min. Investment
₹1000
Category Returns
-2.93%
8.44%
3Y Returns
8.44
Aditya Birla Sun Life Low Duration Fund Direct - Growth
DebtLow Duration
Min. Investment
₹100
Category Returns
-2.93%
8.44%
3Y Returns
8.21
Axis Treasury Advantage Direct Fund - Growth
DebtLow Duration
Min. Investment
₹1000
Category Returns
-2.93%
8.44%
3Y Returns
8.07
DSP Low Duration Fund Direct - Growth
DebtLow Duration
Min. Investment
₹500
Category Returns
-2.93%
8.44%
3Y Returns
7.90
ICICI Prudential Savings Fund Direct Plan - Growth
DebtLow Duration
Min. Investment
₹100
Category Returns
-2.93%
8.44%
3Y Returns
7.88
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 01 Jan 2013 and is currently managed by its fund managers Siddharth Chaudhary and Dwijendra Srivastava. It has an AUM of ₹460.03 Crores and the latest NAV decalared is ₹25.558 as on 20 Feb 2020 at 10:35 pm.
Sundaram Low Duration Fund Direct - Growth scheme return performance in last 1 year is -1.80%, in last 3 years is 13.46% and 63.34% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.
Scheme Details
| AUM: | ₹460.03 Cr |
| Category: | Debt: Low Duration |
| Launch Date: | 01 Jan 2013 |
| Fund Type: | Open-End |
Scheme Objective
The scheme objective is to provide a level of income consistent with liquidity through investments made primarily in money-market and debt securities.
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
View AMC Details
₹32,565.25 Cr
AUM
96
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
