- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Low Duration Institutional fund (RIDCW-M)
Formerly Sundaram Low Duration Instl Mn DR
Sundaram Low Duration Institutional fund (RIDCW-M)
₹ 11.4182
NAV (Dec 31)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.4182
NAV (Dec 31)
Fund Returns
Last 1Y | 11.8% |
Last 3Y | 4.1% |
Last 5Y | 4.2% |
Last 10Y | 5.4% |
Since Inception | 5.5% |
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 (16y ago) | Apr 23, 2007 |
AUM in Crores | 543.562 |
ISIN | INF903J01EL6 |
Lock-in | No Lock-in |
Benchmark | NIFTY Low Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 6.3 |
Standard Deviation (5yr) | 4.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 4.18728 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Low Duration Institutional fund (RIDCW-M) | 8,10,001 | 77,389 | 4.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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 | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.3% | 8.5% | ||
29.3% | 20.1% | ||
31.4% | 12.2% | ||
29.5% | 14.3% | ||
14.3% | 7.5% |
Sundaram Low Duration Institutional fund (RIDCW-M) Review
Sundaram Low Duration Institutional fund (RIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 5.5% over a period of 16 years. The fund was previously known as Sundaram Low Duration Instl Mn DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.
Nav of Sundaram Low Duration Institutional fund (RIDCW-M) as of 12/31/2021 is ₹11.42 with the total AUM as of 9/23/2023 is ₹543.562. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Low Duration Institutional fund (RIDCW-M) 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 Institutional fund (RIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Low Duration Institutional fund (RIDCW-M) 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 Institutional fund (RIDCW-M) 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 Institutional fund (RIDCW-M).
Frequently Asked Questions
What is Sundaram Low Duration Institutional fund (RIDCW-M)?
How to invest in Sundaram Low Duration Institutional fund (RIDCW-M)?
You can invest in Sundaram Low Duration Institutional fund (RIDCW-M) 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 Institutional fund (RIDCW-M)?
The minimum sip amount for Sundaram Low Duration Institutional fund (RIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Low Duration Institutional fund (RIDCW-M) good to invest in?
As per Scripbox experts, Sundaram Low Duration Institutional fund (RIDCW-M) is a Not Reviewed Yet fund. You can investSundaram Low Duration Institutional fund (RIDCW-M) 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 Institutional fund (RIDCW-M)?
The expense ratio of the Sundaram Low Duration Institutional fund (RIDCW-M) is 1.02% for regular plan.