- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Low Duration Fund Direct Growth
Sundaram Low Duration Fund Direct Plan Growth
₹ 3614.17
NAV (Mar 17)
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.
Sundaram Low Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,48,756
Wealth Gained8,81,368
Total Corpus Created (₹)
With CAGR of 7.63 % in 5 yearsHistorical NAV
₹ 3614.1663
NAV (Mar 17)
Fund Returns
Last 1Y | 7.9% |
Last 3Y | 7% |
Last 5Y | 7.6% |
Last 10Y | 6.6% |
Since Inception | 7.2% |
6 Month CAGR | 3.7% |
Scheme Information
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 | 372.7 |
ISIN | INF173K01FS6 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 0.5 |
Beta | 1 |
Sharpe Ratio | 1.2 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Low Duration Fund Direct (G) | 8,81,368 | 1,48,756 | 7.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 4,444 cr | ||
₹ 15,117 cr | ||
₹ 12,517 cr | ||
₹ 55,112 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.7% | 17.7% | ||
6.9% | 7.5% | ||
13.7% | 11.7% | ||
15.9% | 19.6% | ||
19.6% | 13.5% |
Sundaram Low Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,48,756
Wealth Gained8,81,368
Total Corpus Created (₹)
With CAGR of 7.63 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Sundaram Low Duration Fund Direct Plan Growth?
What is the current AUM of Sundaram Low Duration Fund Direct Growth?
What is the latest NAV of Sundaram Low Duration Fund Direct Growth?
What is the Riskometer rating for Sundaram Low Duration Fund Direct Plan Growth?
Which are the top sector holdings in Sundaram Low Duration Fund Direct Plan?
Which are the top stock holdings in Sundaram Low Duration Fund Direct Plan?
What is the asset allocation of Sundaram Low Duration Fund Direct Plan Growth?
What has been the performance of Sundaram Low Duration Fund Direct Growth returns?
Does Sundaram Low Duration Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Sundaram Low Duration Fund Direct Plan Growth?
How to invest in Sundaram Low Duration Fund Direct Growth?
How can I redeem my investment in Sundaram Low Duration Fund Direct Plan?