• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (Dividend Payout - Quarterly)

Formerly Sundaram Low Duration Reg Qtrly DP

Sundaram Mutual Fund

Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (Dividend Payout - Quarterly)

DebtLow Duration

Top Ranked

12.0112

NAV (Dec 31)

4%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within low duration mutual funds.However, Scripbox does not recommend investing in low duration mutual funds.

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

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

Relative Size

544 Cr. Medium within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low 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

Invest in this fund
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Short Term Money

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

No single fund can achieve what a plan can. Learn why

Historical NAV

12.0112

NAV (Dec 31)

Fund Returns

Last 1Y

9.6%

Last 3Y

4%

Last 5Y

4.3%

Last 10Y

NA

Since Inception

5.7%

6 Month CAGR

9.5%

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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.

Expense Ratio

1.02

Launched (10y ago)

Oct 10, 2012

AUM in Crores

543.562

ISIN

INF903J01JQ4

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Dwijendra Srivastava

Fund Manager

user-avatar

Siddharth Chaudhary

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,027 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    20.8%

    15.8%

    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

    Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q) Review

    Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q) is a Low Duration Debt fund and has delivered an annualised return of 5.7% over a period of 9 years. The fund was previously known as Sundaram Low Duration Reg Qtrly DP. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Siddharth Chaudhary.

    Nav of Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q) as of 31/12/2021 is ₹12.01 with the total AUM as of 25/01/2022 is ₹543.562. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q) was launched on Oct 10, 2012. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q) 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. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q) 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 of Income Distr cum Capital Wtdrwl fund (D-Q) is rated as a 4 fund in Debt and delivered 9.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q).

    Frequently Asked Questions

    What is Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q)?

    How to invest in Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q)?

    What is the minimum sip amount of Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q)?

    Is Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q) good to invest in?

    What is the expense ratio of the Sundaram Low Duration of Income Distr cum Capital Wtdrwl fund (D-Q)?