Formerly Sundaram Low Duration Retl Mn DS
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
14 Years. The Fund has Sufficient history for analysis and the track record is good.
487 Cr. Small 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
NAV (Oct 21)
6 Month CAGR
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Low to Moderate
Low to Moderate Risk
Launched (14y ago)
|Jun 13, 2007|
AUM in Crores
|Crisil Low Duration Debt Index TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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||Scripbox Opinion||Fund Size||Track Record|
₹ 13,509 cr
₹ 33,192 cr
₹ 11,590 cr
₹ 33,722 cr
₹ 22,849 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 35,925 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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Sundaram Low Duration Retail Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 5.3% over a period of 14 years. The fund was previously known as Sundaram Low Duration Retl Mn DS . 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 Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-M) fund was launched on Jun 13, 2007. The NAV (Net Asset Value) of this Low Duration Debt fund as of 2021-10-21 is ₹11.40. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹486.598. The category risk of the Sundaram Low Duration Retail Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-M) fund is Low to Moderate Risk. The fund charges 1.02 % as expense ratio.
The fund’s highest allocation is towards Others and has invested 63.6% in this asset class. The top three holdings of the fund are , reverse repo , treps , national bank for agriculture and rural development , national highways authority of india , reliance industries limited , tata power solar systems limited , iifl wealth management limited , piramal capital & housing finance ltd , housing development finance corporation limited , power finance corporation limited , julius baer capital (india) private limited , power finance corporation limited , axis bank limited , axis bank limited , reliance ports and terminals limited , lic housing finance limited , astec lifesciences limited , housing development finance corporation limited , export-import bank of india , iifl wealth finance limited , lic housing finance limited , igh holdings private limited , cash and other net current assets^ , 7.32% govt stock 2024 , housing and urban development corporation limited (hudco) , rec limited
The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-M) has a score of 4 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Low Duration Retail Transfer of Income Distribution cum Capital Withdrawal fund (PIDCW-M) has a score of 2out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.
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