• 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

28.8391

NAV (Dec 31)

5%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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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 (17y 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
Standard Deviation (3yr)
6.2
Standard Deviation (5yr)
4.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
4.18728
Fund Managers

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Low Duration fund (Growth)70%8,40,245 1,07,6335.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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

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Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 71,995 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
044-28583362
customerservices@sundarammutual.com
Fund NameScripbox Opinion
Till Date CAGR

11.9%

8.7%

20.9%

20.5%

18.8%

12.8%

17%

14.8%

11.1%

7.6%

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 16 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 3/2/2024 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 0 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 instruments 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 Not Reviewed Yet 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.