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Sundaram Low Duration Fund

Sundaram Low Duration Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

4.95

as on 31 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,560 today.

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NAV Performance

Sundaram Low Duration Fund performance graph for last 3 years
Performance of Sundaram Low Duration Fund for last 3 Years

Fund Information

  • ₹ 28.839

    as on 31 Dec 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 550 Cr.

    as on 30 Nov 2021
  • 1.02%

  • 23 Apr 2007

  • Debt - Low Duration Fund

  • CRISIL 10 Year Gilt Index

  • Sundaram Mutual Fund

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Highlights of this fund

Sundaram Low Duration Fund is an Open-ended Debt Fund. The fund belongs to Low Duration Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 23 Apr 2007. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Debt funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 28.839 as on 31 Dec 2021.

This fund has 15 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.02%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.

List of Fund Managers of Sundaram Low Duration Fund

  • About Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About Siddharth Chaudhary

    Picture of Siddharth ChaudharyMr. Chaudhary is a B.Com (H) and PGDM (Securities Markets). Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.16% 0.72% 1.61% 10.19% 11.79% 14.47% 6.84% 6.52% 7.70% 5.47% 6.37% 6.56% 5.87% 6.96%
Category Average 0.12% 0.56% 1.19% 2.88% 3.86% 4.14% 4.00% 4.96% 6.60% 4.48% 4.06% 4.34% 4.97% 6.03%
Sundaram Low Duration Fund 0.08%₹ 10,007 0.28%₹ 10,027 0.98%₹ 10,097 10.19%₹ 11,018 - - - - - - - - - -
ICICI Prudential Savings Fund 0.10%₹ 10,009 0.58%₹ 10,058 1.61%₹ 10,161 3.32%₹ 10,331 4.16%₹ 10,415 5.47%₹ 12,352 4.19%₹ 10,857 4.51%₹ 25,135 5.60%₹ 11,776 4.89%₹ 38,777 6.52%₹ 13,714 5.87%₹ 69,602 7.70%₹ 21,005 6.96%₹ 1,71,674
HDFC Low Duration Fund 0.13%₹ 10,013 0.58%₹ 10,058 1.24%₹ 10,123 2.76%₹ 10,276 3.84%₹ 10,384 4.61%₹ 12,296 3.90%₹ 10,796 4.06%₹ 25,020 5.28%₹ 11,670 4.51%₹ 38,558 6.00%₹ 13,383 5.44%₹ 68,853 6.97%₹ 19,621 6.38%₹ 1,66,516
Axis Treasury Advantage Fund 0.14%₹ 10,013 0.60%₹ 10,060 1.29%₹ 10,129 2.73%₹ 10,273 4.17%₹ 10,417 4.72%₹ 12,303 3.97%₹ 10,810 4.21%₹ 25,058 5.11%₹ 11,613 4.47%₹ 38,535 6.26%₹ 13,550 5.49%₹ 68,936 7.29%₹ 20,228 6.56%₹ 1,68,172
Aditya Birla Sun Life Low Duration Fund 0.11%₹ 10,011 0.57%₹ 10,057 1.19%₹ 10,119 2.64%₹ 10,263 4.07%₹ 10,406 4.58%₹ 12,295 3.80%₹ 10,774 4.07%₹ 25,022 5.10%₹ 11,611 4.40%₹ 38,493 6.09%₹ 13,443 5.39%₹ 68,770 7.16%₹ 19,969 6.45%₹ 1,67,197
IDFC Low Duration Fund 0.14%₹ 10,014 0.72%₹ 10,072 1.22%₹ 10,121 2.72%₹ 10,272 3.82%₹ 10,381 4.48%₹ 12,288 3.65%₹ 10,744 3.92%₹ 24,985 4.77%₹ 11,501 4.14%₹ 38,344 5.94%₹ 13,343 5.15%₹ 68,356 7.33%₹ 20,291 6.46%₹ 1,67,235

Portfolio Holdings

Portfolio holdings pattern of Sundaram Low Duration Fund as on 07 Dec 2022 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    76.25%
  • Others Holdings:

    23.76%

Top Debt Instrument Type holdings of Sundaram Low Duration Fund

Instrument TypeHolding PercentageHolding Values in Crore
CP 34.29% ₹ 188.52 Cr.
NCD & Bonds 31.10% ₹ 171.06 Cr.
CD 5.39% ₹ 29.67 Cr.
T-Bills 4.51% ₹ 24.80 Cr.
GOI 0.96% ₹ 5.26 Cr.
Others 23.75% -

Top Debt Holdings of Sundaram Low Duration Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Power Finance Corporation Ltd. 5.56% ₹ 30.58 Cr.
Bond - National Bank for Agriculture & Rural Development 5.46% ₹ 30.02 Cr.
Bond - Axis Bank Ltd. 5.39% ₹ 29.67 Cr.
Bond - Housing Development Finance Corporation Ltd. 4.64% ₹ 25.55 Cr.
Bond - National Highways Authority of India 4.59% ₹ 25.27 Cr.
Others 74.36%

Other Holdings

Holding TypeHolding Percentage
TREPS 12.91%
Net Receivables 5.86%
Reverse Repo 4.99%