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 33,145 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of 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.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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-15D)
About Sundaram Low Duration fund (DR-15D)
Sundaram Low Duration fund (DR-15D) is a low duration debt fund and has delivered an annualised return of 3.8% over a period of 9 years .The fund was previously known as Sundaram US/T Reg Fr DR.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Siddharth Chaudhary
Sundaram Low Duration fund (DR-15D) 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-15D) NAV,AUM,Risk
The Sundaram Low Duration fund (DR-15D) fund was launched on Nov 07, 2012. The NAV (Net Asset Value) of this low duration debt as of 2021-03-05 is ₹ 10.8074. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 449.955. The category risk of the Sundaram Low Duration fund (DR-15D) fund is Moderate Risk.
The fund charges 0.99 % as expense ratio.
Sundaram Low Duration fund (DR-15D) Holdings
The fund’s highest allocation is towards others and has invested 57.0% in this asset class. The top three holdings of the fund are power finance corporation limited,small industries development bank of india and 5.09% govt stock 2022
Sundaram Low Duration fund (DR-15D) 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-15D) 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-15D) Review
Sundaram Low Duration fund (DR-15D) 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-15D) 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.
