Sundaram Low Duration Fund Direct Plan Growth Option

Sundaram Low Duration Fund Direct Plan Growth Option

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Debt
Direct
Low Duration
NAV: ₹ 3373.29 as on 18-04-2024
Fund Performance
zero opening, trading, fund transfer fee
37 people have invested ₹ 53.1L in Sundaram Low Duration Fund Direct Plan Growth Option in the last three months

Mutual Fund Insights

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In the last 5 years, Aditya Birla Sun Life Low Duration Direct Plan Growth has given 6.87% return, outperforming this fund by 4.86% per annum.
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This fund has one of the lowest expense ratio in the category (low duration). Its expense ratio is 0.39% which is lower than the category average expense ratio of 0.67%.
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In the last 3 years, UTI - Low Duration Fund - Direct Plan - Growth Option has given 7.42% return, outperforming this fund by 1.67% per annum.
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Over the last 6 months, this fund has experienced a 10.7% drop in AUM moving from 437.07 Cr to 390.33 Cr.
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In the last 1 year, ICICI Prudential Savings Fund Direct Plan Growth has given 8.07% return, outperforming this fund by 0.63%.

About the Sundaram Low Duration Fund Direct Plan Growth Option

Sundaram Low Duration Fund Direct Plan Growth Option 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

  1. Sundaram Low Duration Fund Direct Plan Growth Option has ₹389 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.4.

Sundaram Low Duration Fund Direct Plan Growth Option Overview

Expense ratio
Expense ratio
0.39%
Benchmark
Benchmark
CRISIL Liquid Fund TR INR
AUM
AUM
₹389 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
143%

Sundaram Low Duration Fund Direct Plan Growth Option Distribution as on (31-Dec-69)

  • Debt & Cash 99.7%

Credit rating breakup

AAA
86.9%
AA
13.1%
Sector Allocation

Mar'24

Feb'24

Jan'24

Corporate
64.2%
Cash Equivalent
18%
Government
17.8%

Top Holdings of Sundaram Low Duration Fund Direct Plan Growth Option as on (31-Mar-24)

  • Debt & Cash

Debt Holdings34
Holdings
Weight%
1M Change
Power Finance Corporation Limited
Power Finance Corporation Limited
6.38%
0%
National Housing Bank 7.78%
National Housing Bank 7.78%
5.14%
0%
Bharti Telecom Limited
Bharti Telecom Limited
4.37%
0%
7.38% Govt Stock 2027
7.38% Govt Stock 2027
3.89%
0%
State Bank Of India
State Bank Of India
3.81%
0%

Sundaram Low Duration Fund Direct Plan Growth Option: Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Mar'24
Feb'24
Jan'24
AUM
₹ 390.3 Cr
₹ 390.3 Cr
₹ 398.4 Cr
  • AUM of the fund stands at 390.3 Cr as of Mar'24
  • AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes

Sundaram Low Duration Fund Direct Plan Growth Option Fund Manager

Dwijendra Srivastava
Dwijendra Srivastava
Fund Manager of Sundaram Low Duration Fund Direct Plan Growth Option, since 1 January 2022
Sandeep Agarwal
Sandeep Agarwal
Fund Manager of Sundaram Low Duration Fund Direct Plan Growth Option, since 16 May 2022

Sundaram Low Duration Fund Direct Plan Growth Option Highlights

Risk meter
pointer

Low to Moderate Risk

Investors understand that their principal will be at Low to Moderate Risk
About the fund

About the fund

This fund has delivered an average annual returns of 5.59% since inception which is more than its category average return of 4.98%
AUM size ₹389 Cr

AUM size ₹389 Cr

This fund has AUM of ₹389 Cr which is less than its category average of ₹ 3528 Cr
Expense Ratio 0.39%

Expense Ratio 0.39%

This fund has an expense ratio of 0.39% which is less than its category average expense ratio of 0.65%

Frequently Asked Questions

The current NAV of Sundaram Low Duration Fund Direct Plan Growth Option is ₹3373.29 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Sundaram Low Duration Fund Direct Plan Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
0.72%
0.72%
6 Month Returns
3.74%
3.74%
1 Year Returns
7.44%
7.44%
3 Years Returns
18.27%
5.75%
5 Years Returns
10.51%
2.02%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.39% as on March 2024
₹389 Cr as on March 2024
Power Finance Corporation Limited(6.38%), National Housing Bank 7.78%(5.14%), Bharti Telecom Limited(4.37%), 7.38% Govt Stock 2027(3.89%), State Bank Of India(3.81%) as on March 2024
Corporate(64.21%), Cash Equivalent(18.02%), Government(17.77%) as on March 2024
Yield to Maturity is 7.86 as on March 2024. Yield to Maturity is the total return earned on your bond investments if you hold the bond investments till maturity & all bonds' proceeds are reinvested in it.
Modified Duration is 0.92 as on March 2024. Modified Duration tells the sensitivity of the price of a bond to a change in interest rate.
AAA
86.9
AA
13.1
Dwijendra Srivastava, Sandeep Agarwal are the fund managers of Sundaram Low Duration Fund Direct Plan Growth Option
The Exit load of Sundaram Low Duration Fund Direct Plan Growth Option is 0%