Formerly Sundaram US/T Retl Dl DR
₹ 10.0785
NAV (Mar 02)
Neutral
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.
Track Record
14 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
443 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
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
No single fund can achieve what a plan can. Learn why
Scheme Information
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
0.99 %
Expense Ratio
Apr 25, 2007
Launched (14y ago)
₹ 443
AUM in Crores
INF903J01EB7
ISIN
No Lock-in
Lock-in
Crisil Low Duration Debt Index TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
Recommended
Top Ranked
17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 30,993 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.
Diversified
Top Ranked
₹ 1,346 Cr
Fund Size
10.7%
3Y returns
Liquid
Top Ranked
₹ 2,743 Cr
Fund Size
5.7%
3Y returns
Liquid
Top Ranked
₹ 2,743 Cr
Fund Size
5.7%
3Y returns
Corporate Bond
Top Ranked
₹ 1,240 Cr
Fund Size
9%
3Y returns
Liquid
Top Ranked
₹ 2,743 Cr
Fund Size
5.8%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
Sundaram Low Duration Retail fund (DR-D) is a low duration debt fund and has delivered an annualised return of 4.7% over a period of 14 years .The fund was previously known as Sundaram US/T Retl Dl DR.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Siddharth Chaudhary
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.
The Sundaram Low Duration Retail fund (DR-D) fund was launched on Apr 25, 2007. The NAV (Net Asset Value) of this low duration debt as of 2021-03-02 is ₹ 10.0785. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 442.339. The category risk of the Sundaram Low Duration Retail fund (DR-D) fund is Low to Moderate Risk. The fund charges 0.99 % as expense ratio.
The fund’s highest allocation is towards others and has invested 67.7% in this asset class. The top three holdings of the fund are 182 dtb 15042021,5.09% govt stock 2022 and 364 dtb 25032021
The minimum SIP (Systematic Investment Plan) amount for this 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.
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 Retail 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 Retail 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.