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Sundaram Low Duration Formerly Super Institutional Plan (Dividend Payout - Quarterly)

Debt

Low Duration

₹ 11.26

NAV (OCT 28)

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.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

8 Years

The fund has sufficient history for analysis and the track record is good

Relative Size

424 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

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

Learn why choose a plan over a fund ->
  • Historical growth rate of 6.50% per annum
  • Recommended Duration 1-5 years
  • No Lock-in
  • Vacation, Car, Down payment
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Historical NAV

11.26

NAV (OCT 28)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 6.25%
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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

Moderately Low

Moderate

Moderately High

High

Moderately Low risk

0.83%

Expense Ratio

10th Oct, 2012

Launched (8y ago)

₹ 424

AUM in Crores

INF903J01JQ4

No Lock-in

Crisil Low Duration Debt Index TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Dwijendra Srivastava

Fund Manager

Siddharth Chaudhary

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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

Last updated on 29th October 2020

Top Stock Holdings

Treps

13%

91 Dtb 03122020

12%

182 Dtb 18032021

12%

Housing And Urban Development Corporation Limited

7%

182 Dtb 25032021

6%
See all holdings
allocation by market cap

Comparison with Debt Funds

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.

  • Indicative returns of 6.50% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Vacation, Car, Down payment
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 6.25%
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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.

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.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

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Track Record

We look at consistent and long historical performance for our analysis

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Relative Size

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

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Category View

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

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Consistency Of Performance

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

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Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Impact of Interest Rates

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

calender

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 Formerly Super Institutional Plan (Dividend Payout - Quarterly)

About Sundaram Low Duration Formerly Super Institutional Plan (Dividend Payout - Quarterly)

Sundaram Low Duration Formerly Super Institutional Plan (Dividend Payout - Quarterly) is a Low Duration Debt fund and has delivered an annualised return of 5.12% over a period of 8 years. The fund was previously known as Sundaram US/T Reg Qt DP. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Siddharth Chaudhary.

Sundaram Low Duration Formerly Super Institutional Plan (Dividend Payout - Quarterly) 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 Formerly Super Institutional Plan (Dividend Payout - Quarterly) NAV, AUM and Risk

The fund was launched on 2012-10-10. The NAV of the fund as of 2020-10-28 is ₹ 11.26. The total AUM of the fund as of 2020-10-28 is ₹ 424 Cr. The category risk of the fund is Moderately Low risk

The fund charges 0.83 % as expense ratio.

Sundaram Low Duration Formerly Super Institutional Plan (Dividend Payout - Quarterly) Holdings

The fund’s highest allocation is towards others and has invested 59.66% in this asset class. The top three holdings of the fund are treps, 91 dtb 03122020 and 182 dtb 18032021.

Sundaram Low Duration Formerly Super Institutional Plan (Dividend Payout - Quarterly) 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 Formerly Super Institutional Plan (Dividend Payout - Quarterly) 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.