Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl
Get the latest NAV of Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹1009.64
NAV as on 28 Jun 2024
3.29%/per year
Since Inception
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Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl Performance vs. Low Duration Index
Fund returns vs Benchmark returns vs Category Average returns as on (28-Jun-24)
The fund has underperformed the benchmark (Low Duration Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Industrial, Corporate & Government
Industrial
100%
Corporate
63%
Government
19%
Industrial
100%
Corporate
71%
Government
11%
Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.4% |
Benchmark | NIFTY Low Duration Debt TR INR |
| AUM | ₹470 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 166.97% |
| Risk |   Moderate Risk |
About Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl
Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl has ₹470 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl has given a CAGR return of 3.29% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.56%, 2.62% and 3.71% respectively.
Holdings
Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl has allocated its funds majorly in Industrial, Corporate, Government, Cash Equivalent. Its top holdings are Bank of Baroda, Jamnagar Utilities & Power Private Limited, HDFC Bank Ltd., Export-Import Bank of India, Bharti Telecom Limited
Taxation
As it is a low duration mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 0.00. Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl has no lock in period.
Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl, since 1 January 2022
Sandeep Agarwal
Fund Manager of Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl, since 16 May 2022
- AUM of the fund stands at 469.8 Cr as of Feb'26
- AUM increased by 6.9 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl
How do I invest in Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl?
- Download the INDmoney app.
- Search for ‘Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.