Sundaram Low Duration Fund Direct Growth
NAV as on 17-04-2025
₹ 3657.96
Inception Returns
5.8%
/yr
Historical NAV & Returns
About Sundaram Low Duration Fund Direct Growth
Sundaram Low Duration Fund Direct Growth is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Sandeep Agarwal, Dwijendra Srivastava. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Low Duration Fund Direct Growth has ₹342 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.4.
Returns
Sundaram Low Duration Fund Direct Growth has given a CAGR return of 5.82% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.48%, 7.30% and 5.98% respectively.
Holdings
Sundaram Low Duration Fund Direct Growth has allocated its funds majorly in Corporate, Government, Cash Equivalent. Its top holdings are HDFC Bank Limited, IDBI Bank Limited, Au Small Finance Bank Limited, Can Fin Homes Limited, Shriram Finance Limited
Taxation
As it is a low duration mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Sundaram Low Duration Fund Direct Growth
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 1000.00. Sundaram Low Duration Fund Direct Growth has no lock in period.
Sundaram Low Duration Fund Direct Growth Overview
| Expense ratio | 0.39% |
Benchmark | NIFTY Low Duration Debt TR INR |
| AUM | ₹342 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹1000/₹1000 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 165.51% |
| STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
| LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
| Risk |   Low to Moderate Risk |
Trailing Returns
as on (17-Apr-25)
Fund Distribution
as on (31-Dec-69)
- AUM of the fund stands at 342 Cr as of Mar'25
- AUM decreased by 30.7 Cr between Mar'25 and Feb'25
Top 2 Sectors in March were Corporate, Government
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Limited | 7.23% | 0% | |
IDBI Bank Limited | 7.23% | 0% | |
Au Small Finance Bank Limited | 7.04% | 0% | |
Shriram Finance Limited | 4.41% | 0% | |
Can Fin Homes Limited | 4.41% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Sundaram Low Duration Fund Direct Growth | 8.48% | 7.3% | 5.98% | 5.82% |
 Kotak Low Duration Fund- Direct Plan- Growth Option | 8.54% | 7.4% | 6.8% | 8% |
 HDFC Low Duration Direct Plan Growth Option | 8.41% | 7.43% | 6.89% | 7.75% |
 ICICI Prudential Savings Fund Direct Plan Growth | 8.35% | 7.48% | 6.82% | 7.86% |
Mutual Fund Insights
Sundaram Low Duration Fund Direct Growth Highlights
Low to Moderate Risk
About the fund
AUM size ₹342 Cr
Expense Ratio 0.39%
More funds from Sundaram
5Y CAGR
▲ 5.80
Frequently Asked Questions for Sundaram Low Duration Fund Direct Growth
Sundaram Low Duration Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.21% | 1.21% |
6 Month Returns | 4.22% | 4.22% |
1 Year Returns | 8.48% | 8.48% |
3 Years Returns | 23.53% | 7.3% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 71.82 |
AA | 28.18 |