Sundaram Low Duration Fund Direct Growth
Get the latest NAV of Sundaram Low Duration Fund Direct Growth. 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.
₹3671.79
NAV as on 09 May 2025
5.83%/per year
Since Inception
▲▼
40 people have invested ₹ 16.6L in Sundaram Low Duration Fund Direct Growth in the last three months
Fund Performance
as on (09-May-25)
Peer comparison
Sundaram Low Duration Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Low Duration Fund Asset Allocation
as on (31-Dec-69)
Fund Distribution
as on (31-Dec-69)
Equity 0%
Debt & Cash 99.7%
Sundaram Low Duration Fund Sector Allocation
as on (31-Dec-69)
Sector Allocation
Equity 0%
Debt & Cash 99.7%
Top 2 Sectors in March were Corporate, Government
Corporate
64%
Government
24%
Corporate
57%
Government
13%
Sundaram Low Duration Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
Sundaram Low Duration Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.39% |
Benchmark | NIFTY Low Duration Debt TR INR |
| AUM | ₹338 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹1000/₹1000 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 165.51% |
| STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
| LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
| Risk |   Low to Moderate Risk |
About Sundaram Low Duration Fund
Sundaram Low Duration Fund Direct Growth is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Sandeep Agarwal, Dwijendra Srivastava. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Low Duration Fund Direct Growth has ₹338 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.4.
Returns
Sundaram Low Duration Fund Direct Growth has given a CAGR return of 5.83% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.45%, 7.41% and 7.24% respectively.
Holdings
Sundaram Low Duration Fund Direct Growth has allocated its funds majorly in Industrial, Corporate, Cash Equivalent, Government. Its top holdings are HDFC Bank Limited, Can Fin Homes Limited, Shriram Finance Limited, Rural Electrification Corporation Limited, Indusind Bank 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 Growth
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 1000.00. Sundaram Low Duration Fund Direct Growth has no lock in period.
Fund Manager
Sandeep Agarwal
Fund Manager of Sundaram Low Duration Fund Direct Growth, since 16 May 2022
Dwijendra Srivastava
Fund Manager of Sundaram Low Duration Fund Direct Growth, since 1 January 2022
- AUM of the fund stands at 342 Cr as of Mar'25
- AUM decreased by 30.7 Cr between Mar'25 and Feb'25
More funds from Sundaram
5Y CAGR
▲ 5.78
Frequently Asked Questions for Sundaram Low Duration Fund Direct Growth
What is the current NAV of Sundaram Low Duration Fund Direct Growth?
What are the average returns of Sundaram Low Duration Fund Direct Growth?
Sundaram Low Duration Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.63% | 0.63% |
6 Month Returns | 4.17% | 4.17% |
1 Year Returns | 8.45% | 8.45% |
3 Years Returns | 23.9% | 7.41% |
How do I invest in Sundaram Low Duration Fund Direct Growth?
- 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.
What is the expense ratio of Sundaram Low Duration Fund Direct Growth?
What is net assets under management (AUM) of Sundaram Low Duration Fund Direct Growth?
What are the top 5 holdings of Sundaram Low Duration Fund Direct Growth?
What are the top 3 sectors that this Sundaram Low Duration Fund Direct Growth has invested in?
What is the yield to maturity ratio of Sundaram Low Duration Fund Direct Growth?
What is the modified duration of Sundaram Low Duration Fund Direct Growth?
What is the credit rating breakup of Sundaram Low Duration Fund Direct Growth?
AAA | 71.82 |
AA | 28.18 |