Sundaram Low Duration - Direct Plan - Growth Option
Low To Moderate Risk
Debt
4 Star
NAV as of Dec 31, 2021
₹30.27
0.02%1D Change
Returns since inception
7.61%p.a.
Low To Moderate Risk
Debt
4 Star
NAV as of Dec 31, 2021
₹30.27
0.02%1D Change
Returns since inception
7.61%p.a.
Sundaram Low Duration - Direct Plan - Growth Option
Low To Moderate Risk|Debt|4 Star
NAV as of Dec 31, 2021
₹30.27
0.02%1D
Returns since inception
7.61%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio0.33%
- Exit Load0% within 0 days
- AUM (Fund size)₹543.56 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹1000 & Lump. ₹1500
- RiskLow to Moderate
- Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Reverse Repo | 9.11% |
| Treps | 8.51% |
| National Bank For Agriculture And Rural Development | 5.53% |
| National Highways Authority Of India | 4.64% |
| Reliance Jio Infocomm Limited | 4.58% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| HSBC Low Duration Fund Di... | ₹ 580 Cr | ₹30.31 | 0.02% | Low to Moderate |
| Kotak Low Duration Fund- ... | ₹ 12,904 Cr | ₹3650.69 | 0.02% | Low to Moderate |
| Nippon India Low Duration... | ₹ 7,726 Cr | ₹3974.88 | 0.02% | Low to Moderate |
| Axis Treasury Advantage F... | ₹ 6,566 Cr | ₹3247.85 | 0.01% | Low to Moderate |
NAV History - SUNDARAM LOW DURATION FUND Direct Plan - Growth
FUND | SUNDARAM LOW DURATION FUND Direct Plan - Growth |
|---|---|
| NAV (Dec 31, 2021) | ₹30.27 |
| Class | Debt | Low Duration |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, Siddharth Chaudhary |
FUND | SUNDARAM LOW DURATION FUND Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹1000 and Lump. ₹1500 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM LOW DURATIO... | 0.09% | 0.34% | 1.15% | 10.57% | 12.59% | 5.54% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
5,877 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
