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Sundaram Mutual Fund

Sundaram Low Duration Fund Direct-Growth

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,18,828
star
1,21,464
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
21,464
Profit (absolute return)
21.46%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
1.82%
In the last 6 months
4.04%
In the last 1 year
7.96%
In the last 3 years
21.46%
In the last 5 years
44.48%
In the last 10 years
90.76%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at low to moderate risk

Scheme Information

Sundaram Low Duration Fund Direct-Growth
Sundaram Low Duration Fund Direct-Growth
as of 30 Nov 2024, 05:30 AM
440.68 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.39%
Expense Ratio
Plan
Growth
11.58%
Cash Holding
Benchmark
NIFTY Low Duration Debt Index A-I
Scheme Document
Benchmark
NIFTY Low Duration Debt Index A-I
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Nov 2024
Sort By
Cash Holding
11.58%
51.03 Cr
Others
88.42%
389.65 Cr

Companies Holding in this Mutual Fund

as on 30 Nov 2024
Sort By
National Bank For Agriculture & Rural Development
7.71%
33.98 Cr
GOI
6.72%
29.61 Cr
Power Finance Corporation Ltd.
6.61%
29.13 Cr
Axis Bank Ltd.
6.41%
28.25 Cr
Shriram Finance Ltd
5.32%
23.44 Cr
Others
67.23%
296.27 Cr
View All
View All

About Sundaram Low Duration Fund Direct-Growth

Sundaram Low Duration Fund Direct-Growth is a Debt mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Sandeep Agarwal and Dwijendra Srivastava. It has an AUM of ₹440.68 Crores and the latest NAV decalared is ₹3552.523 as on 23 Dec 2024 at 1:39 am.
Sundaram Low Duration Fund Direct-Growth scheme return performance in last 1 year is 7.96%, in last 3 years is 21.46% and 94.64% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:440.68 Cr
Category:Debt: Low Duration
Launch Date:Invalid date
Fund Type:Open-End

About Fund Category

Low Duration Funds maintain a portfolio of high-rated debt and money market instruments. Since the portfolio has a Macaulay duration of around 6 to12 months, these funds try to achieve a balance of safety, liquidity and yield. Investors may find these funds suitable to earn regular income on short term surplus money.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
68,611.98 Cr
AUM
102
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237