• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Low Duration fund (Growth)

Formerly Sundaram US/T Reg Gr

Sundaram Mutual Fund

Sundaram Low Duration fund (Growth)

DebtLow Duration

Top Ranked

28.8391

NAV (Dec 31)

5%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within low duration mutual funds.However, Scripbox does not recommend investing in low duration mutual funds.

Our analysis of this fundLearn how we rate funds ->

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

Scripbox Recommended Debt Funds

Want the ultra short term debt funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2021-12-31

Top Debt Holdings

See all holdings
allocation by market cap

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 40,402 cr

5

₹ 16,108 cr

5

₹ 18,675 cr

5

₹ 15,495 cr

5

₹ 40,402 cr

5

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.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram 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)?

    Sundaram Low Duration fund (G) is a Low Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    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.