₹ 3296.5661
NAV (Oct 28)
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 3296.5661
NAV (Oct 28)
Last 1Y | 7.2% |
Last 3Y | 5.8% |
Last 5Y | 6.9% |
Last 10Y | 6% |
Since Inception | 7.1% |
6 Month CAGR | 3.7% |
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Expense Ratio | 1.13% |
Launched 20Y ago | 2004-09-14 |
AUM in Crores | 381.7 |
ISIN | INF173K01DG6 |
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 | 1.1 |
Sharpe Ratio | -0.3 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Low Duration Fund (G) | 8,65,105 | 1,32,493 | 6.9% | |
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.
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%Fund Name | Fund Size | |
---|---|---|
₹ 10,307 cr | ||
₹ 8,029 cr | ||
₹ 14,839 cr | ||
₹ 4,523 cr | ||
₹ 12,416 cr |
Sundaram Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
14.8% | 21.4% | ||
15.6% | 14.9% | ||
10% | 8.4% | ||
5.7% | 5% | ||
16% | 11.8% |
Sundaram Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.07% over 20 years. The fund has grown over a period of 20 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Low Duration Fund (G) as of 10/28/2024 is ₹3296.57 with the total AUM as of 10/29/2024 is ₹381.67. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Low Duration Fund (G) was launched on 2004-09-14. The category risk of the fund is Low to Moderate.
The minimum SIP amount for Sundaram Low Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Low Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Low Duration Debt Index A-I.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Debt category and delivered 7.23% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Low Duration Fund (G).
What is Sundaram Low Duration Fund (G)?
How to invest in Sundaram Low Duration Fund (G)?
You can invest in Sundaram Low Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Low Duration Fund (G)?
The minimum sip amount for Sundaram Low Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Low Duration Fund (G) good to invest in?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Sundaram Low Duration Fund (G)?
The expense ratio of the Sundaram Low Duration Fund (G) is 1.13% for regular plan.
What is the NAV of Sundaram Low Duration Fund (G)?
Today's Sundaram Low Duration Fund (G) NAV is ₹3296.57.