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Sundaram Low Duration Fund

Sundaram Low Duration Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

5.39

as on 14 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,710 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

  • ₹ 28.661

    as on 14 Oct 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 377 Cr.

    as on 14 Oct 2021
  • 1.02%

    since 31 May 2021
  • 23 Apr 2007

  • Debt - Low Duration Fund

  • CRISIL 10 Year Gilt Index

  • Sundaram Mutual Fund

    Show All Funds

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 ₹ 28.661 as on 14 Oct 2021.

This fund has 14 years of track record. Since 31 May 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 Moderately Low 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 0.33% 8.65% 9.33% 10.25% 11.97% 9.30% 7.57% 7.34% 8.37% 19.68% 12.31% 8.59% 7.18% 7.87%
Category Average 0.12% 0.78% 1.55% 2.60% 4.29% 4.97% 4.79% 5.63% 6.91% 5.07% 5.54% 5.22% 5.31% 6.38%
Sundaram Low Duration Fund 0.17%₹ 10,017 8.65%₹ 10,865 9.33%₹ 10,932 10.25%₹ 11,025 11.97%₹ 11,196 19.68%₹ 13,238 9.30%₹ 11,949 12.31%₹ 27,141 5.39%₹ 11,710 8.59%₹ 40,984 5.81%₹ 13,265 6.64%₹ 70,957 7.48%₹ 20,578 6.81%₹ 1,70,328
ICICI Prudential Savings Fund 0.07%₹ 10,006 0.38%₹ 10,037 1.52%₹ 10,151 2.95%₹ 10,295 5.10%₹ 10,510 5.18%₹ 12,333 6.85%₹ 11,419 6.18%₹ 25,560 7.57%₹ 12,453 6.83%₹ 39,922 7.34%₹ 14,252 7.18%₹ 71,916 8.37%₹ 22,351 7.87%₹ 1,80,066
HDFC Low Duration Fund 0.14%₹ 10,014 0.27%₹ 10,027 1.16%₹ 10,115 2.37%₹ 10,237 4.62%₹ 10,461 4.45%₹ 12,286 6.32%₹ 11,305 5.66%₹ 25,428 7.03%₹ 12,269 6.28%₹ 39,601 6.71%₹ 13,839 6.59%₹ 70,873 7.57%₹ 20,751 7.16%₹ 1,73,458
Aditya Birla Sun Life Low Duration Fund 0.12%₹ 10,012 0.21%₹ 10,020 0.98%₹ 10,098 2.11%₹ 10,210 4.02%₹ 10,402 4.01%₹ 12,258 6.00%₹ 11,237 5.19%₹ 25,308 6.93%₹ 12,231 5.98%₹ 39,422 6.75%₹ 13,861 6.51%₹ 70,733 7.76%₹ 21,125 7.25%₹ 1,74,316
Axis Treasury Advantage Fund 0.10%₹ 10,010 0.22%₹ 10,022 1.03%₹ 10,103 2.12%₹ 10,211 4.13%₹ 10,412 4.08%₹ 12,263 5.93%₹ 11,223 5.12%₹ 25,289 7.03%₹ 12,269 5.98%₹ 39,424 6.87%₹ 13,945 6.61%₹ 70,896 7.95%₹ 21,498 7.36%₹ 1,75,350
Kotak Low Duration Fund Standard 0.10%₹ 10,009 0.23%₹ 10,023 1.17%₹ 10,117 2.25%₹ 10,225 4.08%₹ 10,408 4.15%₹ 12,267 6.26%₹ 11,293 5.33%₹ 25,344 7.03%₹ 12,267 6.13%₹ 39,512 7.02%₹ 14,041 6.69%₹ 71,044 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Low Duration Fund as on 18 Oct 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    88.84%
  • Others Holdings:

    11.15%

Top Debt Instrument Type holdings of Sundaram Low Duration Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 28.22% ₹ 106.51 Cr.
T-Bills 27.45% ₹ 103.59 Cr.
CP 25.08% ₹ 94.64 Cr.
GOI 4.20% ₹ 15.86 Cr.
CD 3.89% ₹ 14.68 Cr.
Others 11.16% -

Top Debt Holdings of Sundaram Low Duration Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 27.45% ₹ 103.59 Cr.
Bond - National Highways Authority of India 8.07% ₹ 30.46 Cr.
Bond - Housing Development Finance Corporation Ltd. 6.75% ₹ 25.48 Cr.
Bond - Larsen & Toubro Ltd. 6.61% ₹ 24.94 Cr.
Bond - Reliance Industries Ltd. 6.60% ₹ 24.90 Cr.
Others 44.52%

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 5.75%
TREPS 4.11%
Net Receivables 1.29%