Formerly Sundaram US/T Instl Gr
₹ 24.9852
NAV (Jan 20)
Neutral
However, Scripbox does not recommend investing in low duration mutual funds.
Track Record
14 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
433 Cr. Medium within the category
Impact of Interest Rate Changes
Moderate Interest Rate Risk. The impact on fund value is moderate 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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Scheme Information
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Low
Moderately Low
Moderate
Moderately High
High
Very High
Moderately Low risk
0.3 %
Expense Ratio
Apr 23, 2007
Launched (14y ago)
₹ 433
AUM in Crores
INF903J01EG6
ISIN
No Lock-in
Lock-in
Crisil Low Duration Debt Index TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
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About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 32,696 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 141 equity,182 debt and 36 hybrid funds.
Liquid
Top Ranked
₹ 3,611 Cr
Fund Size
5.8%
3Y returns
Diversified
Top Ranked
₹ 1,398 Cr
Fund Size
7.1%
3Y returns
Liquid
Top Ranked
₹ 3,611 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 3,611 Cr
Fund Size
6%
3Y returns
Liquid
Top Ranked
₹ 3,611 Cr
Fund Size
6%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Sundaram Low Duration Institutional fund (G) is a low duration debt fund and has delivered an annualised return of 6.9% 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
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.
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 2021-01-20 is ₹ 24.9852. The total AUM (Asset Under Management) of the fund as of 2021-01-21 is ₹ 432.542. The category risk of the Sundaram Low Duration Institutional fund (G) fund is Moderately Low risk. The fund charges 0.3 % as expense ratio.
The fund’s highest allocation is towards others and has invested 54.8% in this asset class. The top three holdings of the fund are 182 dtb 15042021,182 dtb 01072021 and lic housing finance limited
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.
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) has a score of 3 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.