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  • Sundaram Asset Management Company Ltd
  • Sundaram Low Duration fund (Dividend Reinvestment - Daily)

Formerly Sundaram US/T Reg Dl DR

Sundaram Low Duration fund (Dividend Reinvestment - Daily)

Sundaram Low Duration fund (Dividend Reinvestment - Daily)

Debt

Low Duration

10.0155

NAV (Nov 24)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in low duration.

Click here to see our recommendations.

Low duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years

The Fund has Sufficient history for analysis and the track record is good.

Relative Size

415 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

Short Term Money

Short Term Money

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment
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Scheme Information

Investment Objective

To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately Low risk

0.83 %

Expense Ratio

Apr 23, 2007

Launched (13y ago)

₹ 415

AUM in Crores

INF903J01EP7

ISIN

No Lock-in

Lock-in

Crisil Low Duration Debt Index TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Dwijendra Srivastava

Fund Manager

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Siddharth Chaudhary

Fund Manager

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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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-24

Top Stock Holdings

182 dtb 18032021

11.9%
11.9%

Housing and urban development corporation limited

7%
7%

182 dtb 25032021

6.4%
6.4%

182 dtb 04032021

6%
6%

Aditya birla fashion and retail limited

6%
6%
See all holdingsright-arrow
allocation by market cap
comparison

Comparison with Debt Funds

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

16 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

16 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

21 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

18 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 29,523 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.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,246 Cr

    Fund Size

    4.9%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6%

    3Y returns

    Sundaram Money Fund (G)

    Sundaram Money Fund (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6.2%

    3Y returns

    Sundaram Money Fund (G)

    Sundaram Money Fund (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6.2%

    3Y returns

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 6.5 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Sundaram Low Duration fund (DR-D)

    About Sundaram Low Duration fund (DR-D)

    Sundaram Low Duration fund (DR-D) is a low duration debt fund and has delivered an annualised return of 5.2% over a period of 13 years .The fund was previously known as Sundaram US/T Reg Dl DR.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Siddharth Chaudhary

    Sundaram Low Duration fund (DR-D) 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 fund (DR-D) NAV,AUM,Risk

    The Sundaram Low Duration fund (DR-D) fund was launched on Apr 23, 2007. The NAV (Net Asset Value) of this low duration debt as of 2020-11-24 is ₹ 10.0155. The total AUM (Asset Under Management) of the fund as of 2020-11-25 is ₹ 414.424. The category risk of the Sundaram Low Duration fund (DR-D) fund is Moderately Low risk. The fund charges 0.83 % as expense ratio.

    Sundaram Low Duration fund (DR-D) Holdings

    The fund’s highest allocation is towards debt and has invested 56.1% in this asset class. The top three holdings of the fund are 182 dtb 18032021,housing and urban development corporation limited and 182 dtb 25032021

    Sundaram Low Duration fund (DR-D) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Sundaram Low Duration fund (DR-D) 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 fund (DR-D) Review

    Sundaram Low Duration fund (DR-D) 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 fund (DR-D) 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.

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