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Sundaram Low Duration Fund - Direct Plan

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

Suitability

This product is suitable for investors who are seeking

• Short term income

• liquidity through investments made primarily in money market and debt securities

Fund Info

Scheme Class	Debt
Scheme Category	Low Duration
Expense Ratio	0.28%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 418
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Liquid Debt TR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
UTI - Treasury Advantage Fund - Direct Plan	10000	1000	6.82%
Franklin India Low Duration - Direct Plan	1000	1000	8.95%
Principal Low Duration Fund - Direct Plan	1000	1000	5.11%
Principal Low Duration Fund - Direct Plan	1000	1000	5.11%
Invesco India Treasury Advantage Fund - Direct Plan	1000	1000	4.98%
Franklin India Low Duration - Direct Plan	1000	1000	8.95%
Kotak Low Duration Fund - Direct Plan	1000	1000	5.49%
Kotak Low Duration Fund - Direct Plan	1000	1000	5.49%
IDFC Low Duration Fund - Direct Plan	1000	1000	4.92%

Top 10 Holdings

Company	Holding Type	Asset(%)
Axis Bank Limited	Cash - CD Time Deposit	8
182 DTB 22022024	Bond - Gov't Treasury	5
Indian Bank	Cash - CD Time Deposit	5
Union Bank Of India	Cash - CD Time Deposit	4
National Bank For Agriculture And Rural Development	Cash - CD Time Deposit	4
Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)	Cash - CD Time Deposit	4
Small Industries Development Bank Of India	Cash - CD Time Deposit	4
Treps	Cash - Repurchase Agreement	4
LIC Housing Finance Limited	Bond - Corporate Bond	3
Bank Of Maharashtra	Cash - CD Time Deposit	3

Asset Allocation(%)

Asset	Percent
Cash - CD Time Deposit	44
Bond - Corporate Bond	20
Bond - Gov't Treasury	17
Cash - Commercial Paper	12
Cash - Repurchase Agreement	8

Sector Allocation(%)

Sector	Percent
Cash - CD Time Deposit	44
Bond - Corporate Bond	20
Bond - Gov't Treasury	17
Cash - Commercial Paper	12
Cash - Repurchase Agreement	8

Fund Manager

Dwijendra Srivastava

1+ years of experience

Sandeep Agarwal

1+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m