Sundaram Low Duration Fund Direct Plan Growth Option: NAV, Returns, Calculator, Expense Ratio & Review

Sundaram Low Duration Fund Direct Plan Growth Option

Low To Moderate Risk

Debt

3 Star

NAV as of Sep 19, 2025

3767.73

0.02%1D Change

Returns since inception

5.87%p.a.

Low To Moderate Risk

Debt

3 Star

NAV as of Sep 19, 2025

3767.73

0.02%1D Change

Returns since inception

5.87%p.a.

Sundaram Low Duration Fund Direct Plan Growth Option

Low To Moderate Risk|Debt|3 Star
NAV as of Sep 19, 2025

3767.73

0.02%1D

Returns since inception

5.87%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating3 Star
  • Expense ratio0.4%
  • Exit Load0% within 0 days
  • AUM (Fund size)₹366.69 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹2000 & Lump. ₹5000
  • RiskLow to Moderate
  • Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
182 Days Tbill13.17%
Treps8.01%
Axis Bank Limited4.32%
Canara Bank4.32%
182 Days - T Bill - 19/02/20264.28%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
HSBC Low Duration Fund Di...₹ 580 Cr
30.74
| 0.02%
Low to Moderate
Kotak Low Duration Fund- ...₹ 13,644 Cr
3702.29
| 0.01%
Low to Moderate
Nippon India Low Duration...₹ 10,048 Cr
4032.11
| 0.01%
Low to Moderate
Axis Treasury Advantage F...₹ 7,252 Cr
3294.76
| 0.01%
Low to Moderate

NAV History

FUND

Sundaram Low Duration Fund Direct Plan Growth Option

NAV (Sep 19, 2025)₹3767.73
ClassDebt | Low Duration
Inception DateJan 01, 2013
Fund ManagerDwijendra Srivastava, Sandeep Agarwal

FUND

Sundaram Low Duration Fund Direct Plan Growth Option

Initial Price₹10
Min. Investment AmountSIP ₹2000 and Lump. ₹5000
Exit Load0% within 0 days

Returns

1W

1M

3M

6M

1Y

3Y

Sundaram Low Duratio...0.15%0.5%1.56%4.19%8.01%7.69%

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)

2.03 Lakhs ₹
Min investment of ₹2,000 required