Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl

Debt

Sundaram Mutual Fund

Low Duration

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

Absolute Gain%

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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.

Period	1M	3M	6M	1Y	3Y	5Y
This Fund	0.63%	1.42%	1.42%	1.56%	2.62%	3.71%
Low Duration Index	0.43%	1.31%	3.71%	6.64%	6.11%	6.46%
Low Duration Avg	0.34%	1.31%	3.99%	7.52%	7.1%	5.9%
Best in Low Duration	0.48%	1.61%	5.67%	9.53%	8.14%	7.19%
Worst in Low Duration	0.37%	1.39%	4.09%	7.85%	7.36%	5.95%

Peer comparison

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	3Y Alpha	3Y Beta	3Y Sharpe	3Y Sortino	3Y Info Ratio
Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl	-	569Cr	0.4%	1.56%	2.62%	-2.84	-1.01	-3.07	-2.34	-3.34
ICICI Prudential Savings Fund Weekly Reinvestment of Income Dist cum Cap Wdrl Direct Growth	-	22,337Cr	0.42%	7.81%	7.14%	0.03	--	--	1.15	0.49
Nippon India Low Duration Fund Daily Reinvestment Inc Dist cum Cap Wdrl Direct Growth	-	8,111Cr	0.38%	8.4%	6.96%	-0.32	--	--	1.68	0.72
Bandhan Low Duration Fund Periodic Reinvestment of Income Distribution cum cptl WdrlOpt Direct Growth	-	5,494Cr	0.34%	7.65%	6.49%	-0.89	--	--	0.14	-0.36

See all

Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl Returns Calculator

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Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl Asset Allocation

See fund asset allocation details as on (14-Aug-25)

Fund Distribution

as on (14-Aug-25)

Cash allocation has gone up from 39.4% to 63.4%

Debt allocation has gone down from 60.3% to 36.4%

Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl Sector Allocation

See fund sector allocation details as on (14-Aug-25)

Sector Allocation

Top 3 Sectors in July were Industrial, Corporate & Government

Jul'25

Industrial

100%

Corporate

56%

Government

11%

Jun'25

Industrial

100%

Corporate

74%

Government

15%

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	₹569 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	--/--
Exit Load	0%
Lock In	No Lock-in
TurnOver	166.97%
Risk	Low to 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 ₹569 Cr worth of assets under management (AUM) as on Aug 2025 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, Cash Equivalent, Government. Its top holdings are 182 Days Tbill, Canara Bank, Axis Bank Limited, Punjab National Bank (18/03/2026), Bank Of Baroda

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 5000.00 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

Learn more about Sundaram Mutual Fund

Parameters	Jul'25	Jun'25	May'25
AUM	₹ 516.3 Cr	₹ 367.6 Cr	₹ 398.4 Cr

AUM of the fund stands at 516.3 Cr as of Jul'25
AUM increased by 148.6 Cr between Jul'25 and Jun'25

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?

INDmoney makes it simple to invest in the Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl. To do so, follow the steps below:

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.

What is the current NAV of Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl?

The NAV of the fund today is ₹1009.64. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl fund has generated a return of 1.56% in 1 year, 2.62% in 3 years, 3.71% in 5 years.

Who is the fund manager of Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl?

The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

What is the expense ratio of the fund?

The expense ratio is 0.40%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹569 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Low Duration Fund Direct Plan Daily Reinvestment of Income Distribution cum Cap Wdrl?

The top 3 holdings of the fund are 182 Days Tbill(13.17%), Canara Bank(4.32%), Axis Bank Limited(4.32%)