Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl
NAV: ₹ 1099 as on 23-03-2023
Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl Performance as on (23-Mar-23)
About the Fund
Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl is a debt fund. This fund was started on 3 January, 2022. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal. This fund is suitable to keep your money safe.
Key parameters
1) Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl has a NAV of ₹1099.0307 as on 23-03-2023.
2) Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl has ₹433 Cr worth of assets under management (AUM) as on 31-01-2023 and is less than category average.
3) The fund has an expense ratio 0.33 %.
Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl Overview
 | 0.33% |
 Benchmark | CRISIL Liquid Fund TR INR |
 | ₹433 Cr |
 | 3 January, 2022 |
 | ₹1000/₹1000 |
 | 0% |
 | No Lock-in |
 TurnOver | 163% |
Fund Distribution as on (28-Feb-23)
Credit rating breakup
Sector Allocation
Cash Equivalent
Corporate
Government
Top Holdings of Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl as on (28-Feb-23)
Holdings | Weight% | Holdings Trend | 1M Change |
|---|---|---|---|
 Treps | 24.7% | 0% | |
Small Industries Development Bank Of India | 5.76% | 0% | |
182 DTB 20072023 | 5.62% | 0% | |
HDFC Bank Limited | 5.58% | 0% | |
State Bank Of India | 5.54% | 0% |
Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl: Monthly Changes Updates
Fund Performance
- This fund’s returns stands at 0.46% whereas the fund’s underlying benchmark Low Duration Index returns stands at 0.41% as on Feb'23
- This fund outperformed Low Duration Index by 0.05% in Feb'23
AUM Change
- AUM of the fund stands at 5.9K Cr as of Feb'23
- AUM increased by 5.6K Cr between Feb'23 and Jan'23
Fund Portfolio Changes
Top Stocks sold last month
Top 2 Sectors in February were Corporate, Government
Feb'23
Jan'23
Peer Analysis
Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl Fund Manager
Dwijendra Srivastava
Top funds managed
Sandeep Agarwal
Top funds managed
Fund Highlights
Moderate Risk
About the fund
AUM size ₹433 Cr
Expense Ratio 0.33%
Frequently Asked Questions
Sundaram Low Duration Fund Direct Fortnightly Income Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 0.5% | 0.5% |
6 Month Returns | 3.22% | 3.22% |
1 Year Returns | 5.52% | 5.52% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
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AAA | 95.64 |
AA | 4.36 |
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.