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.
Sundaram Asset Management Company Ltd manages assets worth 34,149 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Sundaram Low Duration Institutional fund (G)
About Sundaram Low Duration Institutional fund (G)
Sundaram Low Duration Institutional fund (G) is a low duration debt fund and has delivered an annualised return of 6.7% over a period of 14 years .The fund was previously known as Sundaram US/T Instl Gr.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Siddharth Chaudhary
Sundaram Low Duration Institutional fund (G) Investment Objective
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities. However, there is no assurance that the objective of the scheme will be realized.
Sundaram Low Duration Institutional fund (G) NAV,AUM,Risk
The Sundaram Low Duration Institutional fund (G) fund was launched on Apr 23, 2007. The NAV (Net Asset Value) of this low duration debt as of 2021-07-30 is ₹ 25.3953. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 377.363. The category risk of the Sundaram Low Duration Institutional fund (G) fund is Low to Moderate Risk.
The fund charges 1.02 % as expense ratio.
Sundaram Low Duration Institutional fund (G) Holdings
The fund’s highest allocation is towards debt and has invested 52.0% in this asset class. The top three holdings of the fund are 182 dtb 23122021,national highways authority of india and 91 dtb 02092021
Sundaram Low Duration Institutional fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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.
Sundaram Low Duration Institutional fund (G) Investment volatility and Horizon
This fund 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 Crisil Low Duration Debt Index TR INR.
Sundaram Low Duration Institutional fund (G) Review
Sundaram Low Duration Institutional fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Low Duration Institutional fund (G) has a score of 3 out of 5.
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
