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 Type
Open-ended
Scheme Category
Low Duration
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 1306.28
Expense Ratio
0.28%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 30497
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Low Duration |
| Benchmark Type | Crisil Liquid Fund Index |
| Scheme AUM (in Crs.) | ₹ 1306.28 |
| Expense Ratio | 0.28% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 30497 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
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.
Launch Date
26 Feb 1996
Sponsor
NA
Email
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 600 014
Sundaram Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.