Sundaram Low Duration Fund - IDCW - Direct Plan

This Scheme Sundaram Low Duration Fund - IDCW - Direct Plan is Merged with
  • Previous Nav

  • Net Change on 31-12-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Low Duration Fund Direct Plan - Fortnightly Income Distribution cum Capital Withdrawal (IDCW) 3.98 4.57 12.58 4.85 5.15 6.13
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
NIFTY Low Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Savings Fund - Direct Plan - Daily IDCW Jan 01, 2013 8.50 8.12 6.56 0.40 29,809.75
ICICI Prudential Savings Fund - Direct Plan - Fortnightly IDCW Jul 03, 2013 8.50 8.12 6.56 0.40 29,809.75
ICICI Prudential Savings Fund - Direct Plan - IDCW Others Sep 16, 2013 8.50 8.13 6.56 0.40 29,809.75
ICICI Prudential Savings Fund - Direct Plan - Monthly IDCW May 28, 2013 8.50 8.12 6.51 0.40 29,809.75
ICICI Prudential Savings Fund - Direct Plan - Quarterly IDCW Jul 10, 2013 8.50 8.13 6.56 0.40 29,809.75

Fund Holdings as on 30-November-2021

  • TREPS

  • Cash and Other Net Current Assets^

  • National Bank for Agricultural & Rural Development - 4.6% - 29/07/2022**

  • Reverse Repo

  • National Highway Authority of India - 7.6% - 18/03/2022**

  • Reliance Jio Infocomm Ltd - 04/02/2022**

  • 91 Days - T Bill - 24022022

  • Astec LifeSciences Ltd - 16/02/2022**

  • Reliance Industries Ltd - 24/02/2022**

  • IIFL Wealth Management Ltd - 20/12/2021**

  • Aditya Birla Money Ltd - 27/01/2022**

  • Tata Power Renewable Energy Ltd - 18/02/2022**

  • Piramal Capital & Housing Finance Ltd - 6.75% - 26/09/2031

  • Power Finance Corporation Ltd - 6.75% - 22/05/2023**

  • Housing Development Finance Corporation Ltd - 8.05% - 20/06/2022**

  • Power Finance Corporation Ltd - 8.18% - 19/03/2022**

  • Julius Baer Capital (India) Private Ltd - 12/01/2022**

  • Axis Bank Ltd - 28/01/2022**

  • Axis Bank Ltd - 28/04/2022**

  • Sikka Ports and Terminals Ltd - 8.45% - 12/06/2023**

  • Export Import Bank of India - 9.1% - 15/06/2022**

  • Housing Development Finance Corporation Ltd - 7.21% - 30/12/2022**

  • LIC Housing Finance Ltd - 5.9% - 11/05/2023**

  • IGH Holdings Private Limited - 09/12/2021**

  • IIFL Wealth Prime Ltd - 25/02/2022**

  • JM Financial Services Ltd. - 28/02/2022**

  • LIC Housing Finance Ltd - 07/07/2022**

  • 7.32 % Central Government Securities 28/01/2024

  • Housing and Urban Development Corp. Ltd - 7.62% - 15/07/2022**

  • REC Ltd - 8.35% - 11/03/2022**

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  • Miscellaneous

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Fund Manager

Most Recent Dividend

  • 30/12/2021

  • 13/12/2021

  • 29/11/2021

  • 15/11/2021

  • 01/11/2021

  • 11/10/2021

  • 27/09/2021

  • 13/09/2021

  • 30/08/2021

  • 17/08/2021

  • 02/08/2021

  • 12/07/2021

  • 28/06/2021

  • 14/06/2021

  • 31/05/2021

  • 17/05/2021

  • 03/05/2021

  • 12/04/2021

  • 30/03/2021

  • 15/03/2021

  • 01/03/2021

  • 15/02/2021

  • 01/02/2021

  • 11/01/2021

  • 28/12/2020

  • 14/12/2020

  • 01/12/2020

  • 17/11/2020

  • 02/11/2020

  • 12/10/2020

  • 28/09/2020

  • 14/09/2020

  • 17/08/2020

  • 03/08/2020

  • 13/07/2020

  • 29/06/2020

  • 15/06/2020

  • 01/06/2020

  • 11/05/2020

  • 27/04/2020

  • 30/03/2020

  • 02/03/2020

  • 17/02/2020

  • 03/02/2020

  • 13/01/2020

  • 30/12/2019

  • 02/12/2019

  • 08/11/2019

  • 29/10/2019

  • 14/10/2019

  • 30/09/2019

  • 16/09/2019

  • 15/07/2019

  • 01/07/2019

  • 03/06/2019

  • 13/05/2019

  • 30/04/2019

  • 15/04/2019

  • 02/04/2019

  • 11/03/2019

  • 25/02/2019

  • 11/02/2019

  • 28/01/2019

  • 14/01/2019

  • 31/12/2018

  • 17/12/2018

  • 03/12/2018

  • 12/11/2018

  • 29/10/2018

  • 15/10/2018

  • 01/10/2018

  • 17/09/2018

  • 03/09/2018

  • 13/08/2018

  • 30/07/2018

  • 16/07/2018

  • 02/07/2018

  • 11/06/2018

  • 28/05/2018

  • 14/05/2018

  • 02/05/2018

  • 16/04/2018

  • 03/04/2018

  • 12/03/2018

  • 26/02/2018

  • 12/02/2018

  • 29/01/2018

  • 15/01/2018

  • 01/01/2018

  • 11/12/2017

  • 27/11/2017

  • 13/11/2017

  • 30/10/2017

  • 16/10/2017

  • 03/10/2017

  • 11/09/2017

  • 28/08/2017

  • 14/08/2017

  • 31/07/2017

  • 17/07/2017

  • 12/06/2017

  • 15/05/2017

  • 02/05/2017

  • 17/04/2017

  • 27/03/2017

  • 14/03/2017

  • 27/02/2017

  • 13/02/2017

  • 30/01/2017

  • 16/01/2017

  • 02/01/2017

  • 13/12/2016

  • 28/11/2016

  • 15/11/2016

  • 01/11/2016

  • 17/10/2016

  • 03/10/2016

  • 12/09/2016

  • 29/08/2016

  • 16/08/2016

  • 01/08/2016

  • 11/07/2016

  • 27/06/2016

  • 13/06/2016

  • 30/05/2016

  • 16/05/2016

  • 02/05/2016

  • 18/04/2016

  • 31/03/2016

  • 14/03/2016

  • 29/02/2016

  • 15/02/2016

  • 01/02/2016

  • 18/01/2016

  • 01/01/2016

  • 14/12/2015

  • 30/11/2015

  • 16/11/2015

  • 02/11/2015

  • 28/09/2015

  • 31/08/2015

  • 19/08/2015

  • 03/08/2015

  • 29/06/2015

  • 15/06/2015

  • 01/06/2015

  • 11/05/2015

  • 27/04/2015

  • 13/04/2015

  • 18/03/2015

  • 04/03/2015

  • 20/02/2015

  • 05/02/2015

  • 20/01/2015

  • 17/12/2014

  • 02/12/2014

  • 18/11/2014

  • 03/11/2014

  • 16/10/2014

  • 01/10/2014

  • 17/09/2014

  • 04/09/2014

  • 19/08/2014

  • 04/08/2014

  • 15/07/2014

  • 02/07/2014

  • 16/06/2014

  • 03/06/2014

  • 13/05/2014

  • 30/04/2014

  • 16/04/2014

  • 03/04/2014

  • 19/03/2014

  • 05/03/2014

  • 17/02/2014

  • 03/02/2014

  • 17/01/2014

  • 03/01/2014

  • 18/12/2013

  • 05/12/2013

  • 19/11/2013

  • 06/11/2013

  • 23/10/2013

  • 07/10/2013

  • 18/09/2013

  • 03/09/2013

  • 04/07/2013

  • 19/06/2013

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • ICRA A1+

  • ICRA AA

  • ICRA AAA

  • Sovereign

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About Sundaram Low Duration Fund

Scheme Analysis

Sundaram Low Duration Fund is a Debt - Low Duration Fund fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹549.95 crore. Sundaram Low Duration Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and NIFTY Low Duration Debt Index as secondary index.

The NAV of Sundaram Low Duration Fund ended up ₹0(0.02%)yesterday to ₹11.9248.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Low Duration Fund is managed by Dwijendra Srivastava and Siddharth Chaudhary.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156