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.
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
0.33%
Expense Ratio
25th Apr, 2007
Launched (13y ago)
₹
395
AUM in Crores
INF903J01EB7
ISIN
No Lock-in
Lock-in
Crisil Low Duration Debt Index TR INR
Benchmark
₹
0
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
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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 ₹ 35,682 crores. It's current offering of mutual fund schemes includes 119 equity, 151 debt and 29 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.
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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.
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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.
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 Retail fund (Dividend Reinvestment - Daily)
About Sundaram Low Duration Retail fund (Dividend Reinvestment - Daily)
Sundaram Low Duration Retail fund (Dividend Reinvestment - Daily) is a Low Duration Debt fund and has delivered an annualised return of 4.71% over a period of 13 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.
Sundaram Low Duration Retail fund (Dividend Reinvestment - Daily) NAV, AUM and Risk
The fund was launched on 2007-04-25. The NAV of the fund as of 2020-10-22 is ₹ 9.98. The total AUM of the fund as of 2020-10-22 is ₹ 395 Cr. The category risk of the fund is Moderately Low risk
The fund charges 0.33 % as expense ratio.
Sundaram Low Duration Retail fund (Dividend Reinvestment - Daily) Holdings
The fund’s highest allocation is towards others and has invested 61.9% in this asset class.
The top three holdings of the fund are treps, 91 dtb 03122020 and 182 dtb 18032021.
Sundaram Low Duration Retail fund (Dividend Reinvestment - Daily) SIP
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.
Sundaram Low Duration Retail fund (Dividend Reinvestment - Daily) 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.
