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Sundaram Low Duration Fund(M-IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.39 | 7.59 | 9.59 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.56 | 7.58 | 10.13 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| — |
About Low Duration Fund
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Peers & Comparison
DebtLow Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Low Duration Fund(M-IDCW) | -0.07% | 0.10% | -0.24% |
| ICICI Pru Savings Fund(M-IDCW Payout) | -0.03% | -0.00% | 0.10% |
| HDFC Low Duration Fund(M-IDCW Reinv) | -0.08% | 0.01% | 0.08% |
| Kotak Low Duration Fund(IDCW Payout) | 8.16% | 6.79% | 3.24% |
Price Comparison
Compare Sundaram Low Duration Fund(M-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- Power Finance Corporation Ltd - 7.17% - 22/05/2025**3M change : -1.73 %|
Holdings
5.66 %
-1.73 % - AU Small Finance Bank Ltd - 01/10/2025**3M change : 5.32 %|
Holdings
5.32 %
5.32 % - National Housing Bank - 7.78% - 26/04/2027**3M change : -1.39 %|
Holdings
4.54 %
-1.39 %
AMC Profile
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,594.60 Cr.
Fund Manager Profile
Sandeep Agarwal
AUM: ₹21,337.98 Cr.
|
Exp: —
Dwijendra Srivastava
AUM: ₹26,218.05 Cr.
|
Exp: 13.2yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%