- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Low Duration Fund Direct Growth
Sundaram Low Duration Fund Direct Plan Growth
₹ 3664.69
NAV (Apr 25)
7.288%
3 Year CAGR
Scripbox Opinion
Click here for top ranked funds in low duration mutual funds.
Low Duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more
Scheme Information
Investment Objective
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Expense Ratio | 0.39 % |
Launched 12Y ago | 2013-01-02 |
AUM in Crores | 342 |
ISIN | INF173K01FS6 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.5 |
Beta | 1 |
Sharpe Ratio | 1.2 |
YTM | - |
Asset allocation and Holdings
Top Debt Holdings
Others
11.92%Power Finance Corporation Ltd.
6.56%National Housing Bank
5.27%Kotak Mahindra Bank Ltd.
5.13%Bharti Telecom Ltd.
4.49%See all holdings
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,772 cr | ||
₹ 13,733 cr | ||
₹ 14,724 cr | ||
₹ 7,713 cr | ||
₹ 9,086 cr |
Frequently Asked Questions
Loading...