Formerly Sundaram Low Duration Reg Qtrly DS
₹ 12.0112
NAV (Dec 31)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 12.0112
NAV (Dec 31)
Last 1Y | 9.6% |
Last 3Y | 4% |
Last 5Y | 4.3% |
Last 10Y | NA |
Since Inception | 5.7% |
6 Month CAGR | 9.5% |
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Expense Ratio | 1.02 |
Launched (12y ago) | Oct 10, 2012 |
AUM in Crores | 543.562 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | NIFTY Low Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 6.4 |
Standard Deviation (5yr) | 5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 4.18728 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Low Duration Transfer fund (Dividend Payout - Quarterly) | 8,11,972 | 79,360 | 4.3% | |
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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 45,349 cr | ||
₹ 14,455 cr | ||
₹ 13,853 cr | ||
₹ 12,072 cr | ||
₹ 11,011 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.3% | 8.7% | ||
22% | 20.4% | ||
19.9% | 12.8% | ||
18.1% | 14.7% | ||
10.9% | 7.5% |
Sundaram Low Duration Transfer fund (D-Q) is a Low Duration Debt fund and has delivered an annualised return of 5.7% over a period of 11 years. The fund was previously known as Sundaram Low Duration Reg Qtrly DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.
Nav of Sundaram Low Duration Transfer fund (D-Q) as of 12/31/2021 is ₹12.01 with the total AUM as of 3/28/2024 is ₹543.562. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Low Duration Transfer 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 Transfer fund (D-Q) 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 Transfer 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 Transfer fund (D-Q) is rated as a 0 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 Transfer fund (D-Q).
What is Sundaram Low Duration Transfer fund (D-Q)?
How to invest in Sundaram Low Duration Transfer fund (D-Q)?
You can invest in Sundaram Low Duration Transfer fund (D-Q) 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 Transfer fund (D-Q)?
The minimum sip amount for Sundaram Low Duration Transfer fund (D-Q) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Low Duration Transfer fund (D-Q) good to invest in?
As per Scripbox experts, Sundaram Low Duration Transfer fund (D-Q) is a Not Reviewed Yet fund. You can investSundaram Low Duration Transfer fund (D-Q) 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 Transfer fund (D-Q)?
The expense ratio of the Sundaram Low Duration Transfer fund (D-Q) is 1.02% for regular plan.