Sundaram Low Duration Fund Growth Option
Category: Debt: Low Duration
Launch Date: 01-01-2013
AUM:
₹ 385.22 Cr
Expense Ratio
1.14%
Benchmark
Nifty Low Duration Debt Index A-I
ISIN
INF173K01DG6
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Low Duration Fund Growth Option | 5.27 | 6.55 | 7.33 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
3666.1346
Last change
2.84 (0.0775%)
Fund Size (AUM)
₹ 385.22 Cr
Performance
7.0% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate regular income & capital appreciation through investments in debt securities and money market instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
Riskometer
Low to Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 16.8 |
| 6.40% Jamnagar Utilities & Power Private Limited (29/09/2026) | 6.83 |
| HDFC Bank Limited (11/09/2026) | 6.73 |
| Export-Import Bank of India (MD 01/03/2027) | 6.5 |
| 91 DAY T-BILL 28.08.26 | 5.43 |
| Embassy Office Parks Reit (12-Mar-2027) @ | 5.17 |
| 7.48% National Bk for Agriculture & Rural Dev. | 4.1 |
| REC Ltd. | 4.05 |
| Bharti Telecom Ltd. | 2.76 |
| 7.68% Small Industries Development Bank of India (10/08/2027) | 2.75 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Low Duration Fund Gr | 7.33 |
| ICICI Pru SavIngs Gr | 6.57 |
| Nippon India Low Duration Ret Gr Gr | 6.02 |
| UTI Low Duration Fund Reg Gr | 7.38 |
| FranklIn India Low Duration Fund Gr | 0.0 |
| Axis Treasury Advtg Reg Gr | 6.28 |
| Axis Treasury Advtg Ret Gr | 6.28 |
| HSBC Low Duration Fund Reg Gr | 6.36 |
| Tata Treasury Advtg Reg Gr | 6.09 |
| Canara Robeco SavIngs Reg Gr | 6.07 |