Sundaram Low Duration - 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 |
| Benchmark Type | Crisil Liquid Fund Index |
| Expense Ratio | 0.28% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,306 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 10000 | 1000 | 3.5% | |
| 1000 | 1000 | 8.88% | |
| 1000 | 1000 | 1.21% | |
| 1000 | 1000 | 1.21% | |
| 1000 | 1000 | 7.81% | |
| 1000 | 1000 | 8.88% | |
| 1000 | 1000 | 8.41% | |
| 1000 | 1000 | 8.41% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ONGC Petro Additions Limited | Bond - Corporate Bond | 6 |
| RELIANCE INDUSTRIES LIMITED | Cash - Commercial Paper | 6 |
| Vijaya Bank | Bond - Undefined | 6 |
| National Bank for Agriculture and Rural Development | Bond - Undefined | 5 |
| REC LIMITED | Cash - Commercial Paper | 4 |
| Oriental Bank of Commerce | Bond - Corporate Bond | 4 |
| Power Finance Corporation Ltd. | Bond - Corporate Bond | 4 |
| ICICI Bank Limited | Cash - CD Time Deposit | 4 |
| Kotak Mahindra Bank Limited | Cash - CD Time Deposit | 4 |
| Dewan Housing Finance Corporation Limited | Bond - Corporate Bond | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 53 |
| Cash - Commercial Paper | 17 |
| Bond - Undefined | 16 |
| Cash - CD Time Deposit | 14 |
| Cash | 3 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 53 |
| Cash - Commercial Paper | 17 |
| Bond - Undefined | 16 |
| Cash - CD Time Deposit | 14 |
| Cash | 3 |
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.
Email
rahulm@sundarammutual.com
Phone
1860 425 7237
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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