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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.)	₹ 531
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Liquid Fund 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	3.13%
Franklin India Low Duration - Direct Plan	1000	1000	5.46%
Principal Low Duration Fund - Direct Plan	1000	1000	-0.07%
Principal Low Duration Fund - Direct Plan	1000	1000	-0.07%
Invesco India Treasury Advantage Fund - Direct Plan	1000	1000	7.7%
Franklin India Low Duration - Direct Plan	1000	1000	5.46%
Kotak Low Duration Fund - Direct Plan	1000	1000	8.28%
Kotak Low Duration Fund - Direct Plan	1000	1000	8.28%
IDFC Low Duration Fund - Direct Plan	1000	1000	7.38%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	34
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	6
National Highways Authority of India	Bond - Corporate Bond	5
Reliance Industries Limited	Cash - Commercial Paper	5
Tata Power Solar Systems Limited	Cash - Commercial Paper	5
JM Financial Products Limited	Cash - Commercial Paper	4
Piramal Capital & Housing Finance Ltd	Bond - Corporate Bond	4
Power Finance Corporation Limited	Bond - Corporate Bond	3
Housing Development Finance Corporation Limited	Bond - Corporate Bond	3
Power Finance Corporation Limited	Bond - Corporate Bond	3

Asset Allocation(%)

Asset	Percent
Cash - Repurchase Agreement	34
Bond - Corporate Bond	33
Cash - Commercial Paper	21
Cash - CD Time Deposit	7
Bond - Gov't Treasury	2

Sector Allocation(%)

Sector	Percent
Cash - Repurchase Agreement	34
Bond - Corporate Bond	33
Cash - Commercial Paper	21
Cash - CD Time Deposit	7
Bond - Gov't Treasury	2

Fund Manager

9+ 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