Sundaram Low Duration - Direct Plan - Growth Option
Sundaram Low Duration - Direct Plan - Growth Option

Sundaram Low Duration - Direct Plan - Growth Option

Debt
Direct
Low to Moderate Risk
Low Duration

NAV: ₹ 30.03 as on 14-10-2021

Fund Overview

Expense ratio
Expense ratio
0.33%
Benchmark
Benchmark
CRISIL Liquid Fund TR INR
AUM
AUM
₹531 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹1000/₹1000
Exit Load
Exit Load
0%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
263%

Fund Distribution

  • Debt & Cash 100%
Credit rating breakup
AAA
94.54%
AA
5.46%
Sector Allocation
Cash Equivalent
61.9%
Government
21.1%
Corporate
16.9%

Top Holdings

  • All
  • Debt & Cash
Total Holdings26
Debt Holdings26
Treps
Treps
34.4%
National Bank For Agriculture And Rural Development
National Bank For Agriculture And Rural Development
5.7%
National Highways Authority of India
National Highways Authority of India
4.8%
Reliance Industries Limited
Reliance Industries Limited
4.7%
Tata Power Solar Systems Limited
Tata Power Solar Systems Limited
4.7%
JM Financial Products Limited
JM Financial Products Limited
3.8%
Piramal Capital & Housing Finance Ltd
Piramal Capital & Housing Finance Ltd
3.5%
Power Finance Corporation Limited
Power Finance Corporation Limited
2.9%

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Dwijendra Srivastava,Siddharth Chaudhary
About the fund

About the fund

This fund has delivered an average annual returns of 7.71% since inception which is more than its category average return of 5.56%
Fund Allocations

Fund Allocations

This fund has an allocation of 0% in Equity, 35.3% in Debt and 64.7% in Cash related instruments
AUM size ₹531 Cr

AUM size ₹531 Cr

This fund has AUM of ₹531 Cr which is less than its category average of ₹ 5511 Cr
Expense Ratio 0.33%

Expense Ratio 0.33%

This fund has an expense ratio of 0.33% which is less than its category average expense ratio of 0.62%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
We are a SEBI registered investement advisor