Sundaram Low Duration Fund Direct Plan Growth Option - Regular - Latest NAV [ ₹3809.9 ], Returns, Performance, Portfolio & Returns 2025

Sundaram Low Duration Fund Direct Plan Growth Option

Moderate Risk

Debt

3 Star

NAV as of Nov 20, 2025

3809.92

0%1D Change

Returns since inception

5.88%p.a.

Moderate Risk

Debt

3 Star

NAV as of Nov 20, 2025

3809.92

0%1D Change

Returns since inception

5.88%p.a.

Sundaram Low Duration Fund Direct Plan Growth Option

Moderate Risk|Debt|3 Star
NAV as of Nov 20, 2025

3809.92

0%1D

Returns since inception

5.88%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)₹397.37 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹2000 & Lump. ₹5000
  • RiskModerate
  • Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
Jamnagar Utilities & Power Private Limited6.27%
182 Days - T Bill - 19/02/20266.19%
Bank Of Baroda6.19%
Bharti Telecom Limited5.16%
National Bank For Agriculture And Rural Development3.84%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
HSBC Low Duration Fund Di...₹ 1,182 Cr
31.09
| 0.03%
Low to Moderate
Aditya Birla Sun Life Low...₹ 14,920 Cr
748.18
| 0.02%
Moderate
Nippon India Low Duration...₹ 11,186 Cr
4082.47
| 0.01%
Low to Moderate
Kotak Low Duration Fund- ...₹ 14,357 Cr
3748.16
| 0.03%
Moderate

NAV History - SUNDARAM LOW DURATION FUND - DIRECT GROWTH

FUND

SUNDARAM LOW DURATION FUND - DIRECT GROWTH

NAV (Nov 20, 2025)₹3809.92
ClassDebt | Low Duration
Inception DateJan 01, 2013
Fund ManagerDwijendra Srivastava, Sandeep Agarwal

FUND

SUNDARAM LOW DURATION FUND - DIRECT GROWTH

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...0.09%0.51%1.6%3.31%7.86%7.77%

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