- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Low Duration fund (Growth)
Formerly Sundaram US/T Reg Gr
Sundaram Low Duration fund (Growth)
₹ 28.8391
NAV (Dec 31)
Top Ranked
Track Record
15 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
544 Cr. Medium within the category
Impact of Interest Rate Changes
Low Interest Rate Risk. The impact on fund value is quite low when interest rates change
Credit Quality Of Fund's Portfolio
Low Credit Risk. The fund has a high credit quality compared to other debt funds
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.8391
NAV (Dec 31)
Fund Returns
Last 1Y | 11.8% |
Last 3Y | 5% |
Last 5Y | 5.7% |
Last 10Y | 7.3% |
Since Inception | 7.5% |
6 Month CAGR | 10.2% |
Scheme Information
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Expense Ratio | 1.02 |
Launched (15y ago) | Apr 23, 2007 |
AUM in Crores | 543.562 |
ISIN | INF903J01EN2 |
Lock-in | No Lock-in |
Benchmark | NIFTY Low Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
Comparison with Debt Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 40,402 cr | |||
₹ 16,108 cr | |||
₹ 18,675 cr | |||
₹ 15,495 cr | |||
₹ 40,402 cr |
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 53,847 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5% | 7.5% | ||
4.5% | 5.4% | ||
4.5% | 5.4% | ||
5.3% | 6.9% | ||
4.7% | 6.7% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsSundaram Low Duration fund (G) Review
Sundaram Low Duration fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.5% over a period of 15 years. The fund was previously known as Sundaram US/T Reg Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.
Nav of Sundaram Low Duration fund (G) as of 12/31/2021 is ₹28.84 with the total AUM as of 5/23/2022 is ₹543.562. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Low Duration fund (G) was launched on Apr 23, 2007. The category risk of the fund is Low to Moderate Risk.
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 TR INR.
Sundaram Low Duration fund (G) is rated as a 4 fund in Debt and delivered 11.8% 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).
Frequently Asked Questions
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?
As per Scripbox experts, Sundaram Low Duration fund (G) is a Top Ranked fund. You can investSundaram Low Duration fund (G) fund if its investment objective and risk-o-meter matches your investment 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 1.02% for regular plan.