# Sundaram Low Duration - Direct Plan - Growth Option

Scheme Type
Open-ended
Scheme Category
Ultra Short Term
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 1226.34
Expense Ratio
0.28%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 33103
Min Subscription
₹ 1000
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
25.6366
(0.07 %)
NAV as on 2018-12-17
Returns
Fund
Sundaram Low Duration - Direct Plan - Growth Option
1 Year
7.43%
3 Year
7.83%
5 Year
8.37%
AMC Details
Launch Date
26 Feb 1996
NA
Email
ravis@sundarammutual.com
Phone
044 - 28583362
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600014, - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , - , -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately Low
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,131
Portfolio Value
131
Total Returns