Sundaram Low Duration Fund Growth

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Sundaram Low Duration Fund Growth

Moderate Risk
Fixed Income
Low Duration

NAV as on Apr 3, 2025

Price per unit of the scheme.

₹ 3404.0854 0.07% 1 Day Change

1.02%

Minimum Investment ₹1000

Expense Ratio 1.28%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

(As On --)

Compare fund’s performance against category average across different time periods

1M 3M 6M 1Y 3Y 5Y

-- Out of -- funds in the category

Category Avg Return
--

Fund Return

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Sundaram Low Duration Fund Growth

Fixed Income: Low Duration Average NAV

Topper in Fixed Income: Low Duration

Kotak Low Duration Fund- Direct Plan- Growth Option

All Fund

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Sundaram Low Duration Fund Growth

Investment Type

MONTHLY SIP ONE -TIME

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount

₹0
Return

₹0

Current Value

₹0

FUND SUMMARY

Benchmark

NIFTY Low Duration Debt TR INR

Expense Ratio

1.28 %

Category Avg Expense Ratio

0.38%

Minimum Investment (Lumpsum/SIP)

₹1000/₹1000

Lock In (Years)

No Lock-in

Fund Size

₹ 372.68 Cr(As on Feb, 2025)

Inception Date

Sep 14, 2004

Turnover

0.00 %

Exit Load

rendered by the ARN holder. exit Load: Nil. The Board of Trustee reserves the right to prescribe or modify the exit load structure with prospective effect, subject to a maximum as prescribed under SeBI Regulation. Details of the modifications will be communicated in the following manner:

ABOUT THE FUND

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

Sundaram Low Duration Fund Growth is an Fixed Income - Low Duration fund. The fund was launched in Sep 14, 2004. Its risk level is Moderate. The NAV of the fund as on Apr 3, 2025 is ₹3,404.09. Its expense ratio is 1.28 %. The fund has an AUM of ₹372.68 Cr.The fund is managed by Dwijendra Srivastava, Sandeep Agarwal. The minimum initial investment is ₹1000 in Lumpsum mode.

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FUND MANAGER

Sandeep Agarwal

Lead Fund Manager.

May 16, 2022- Present

Fund Manager Rank 10 Out of 31
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed 11
Total AUM ₹ 17,319.78 Cr
Highest Return In 1 Yr 9.16 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

1.45%

1.17%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

1.76%

1.36%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

5.79%

4.97%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

2.48%

2.22%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

2.73%

2.24%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

-4.53%

-5.50%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

3.76%

3.78%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

4.33%

3.61%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

-6.05%

-7.24%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

8.00%

8.25%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

8.87%

7.68%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

7.21%

6.15%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

5.70%

6.87%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

6.67%

6.38%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

12.21%

12.40%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

5.34%

6.98%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

6.00%

6.25%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

21.96%

22.31%

High Risk

₹5,236.37Cr

1M 3M 6M 1Y 3Y 5Y

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 1.45%

Category Return 1.17%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 1.76%

Category Return 1.36%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return 5.79%

Category Return 4.97%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 2.48%

Category Return 2.22%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 2.73%

Category Return 2.24%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return -4.53%

Category Return -5.50%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 3.76%

Category Return 3.78%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 4.33%

Category Return 3.61%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return -6.05%

Category Return -7.24%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 8.00%

Category Return 8.25%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 8.87%

Category Return 7.68%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return 7.21%

Category Return 6.15%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 5.70%

Category Return 6.87%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 6.67%

Category Return 6.38%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return 12.21%

Category Return 12.40%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 5.34%

Category Return 6.98%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 6.00%

Category Return 6.25%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return 21.96%

Category Return 22.31%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Dwijendra Srivastava

Jan 1, 2022- Present

Schemes managed 15
Total AUM ₹ 21,841.72 Cr
Highest Return In 1 Yr 9.45 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

1.45%

1.17%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

1.76%

1.36%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

5.79%

4.97%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

2.48%

2.22%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

2.73%

2.24%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

-4.53%

-5.50%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

3.76%

3.78%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

4.33%

3.61%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

-6.05%

-7.24%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

8.00%

8.25%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

8.87%

7.68%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

7.21%

6.15%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

5.70%

6.87%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

6.67%

6.38%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

12.21%

12.40%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.76

5.34%

6.98%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.89

6.00%

6.25%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹173.62

21.96%

22.31%

High Risk

₹5,236.37Cr

1M 3M 6M 1Y 3Y 5Y

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 1.45%

Category Return 1.17%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 1.76%

Category Return 1.36%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return 5.79%

Category Return 4.97%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 2.48%

Category Return 2.22%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 2.73%

Category Return 2.24%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return -4.53%

Category Return -5.50%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 3.76%

Category Return 3.78%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 4.33%

Category Return 3.61%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return -6.05%

Category Return -7.24%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 8.00%

Category Return 8.25%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 8.87%

Category Return 7.68%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return 7.21%

Category Return 6.15%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 5.70%

Category Return 6.87%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 6.67%

Category Return 6.38%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return 12.21%

Category Return 12.40%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.76
Fund Size ₹43.35Cr

Fund Return 5.34%

Category Return 6.98%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.89
Fund Size ₹337.32Cr

Fund Return 6.00%

Category Return 6.25%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹173.62
Fund Size ₹5,236.37Cr

Fund Return 21.96%

Category Return 22.31%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Mar 2025

EQUITY (0.00%)

DEBT (52.36%)

CASH (47.34%)

OTHERS (0.30%)

Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.

--
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period

--
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.

--
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.

--
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.

--
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

--

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.

0.99

This Fund

VS

-1.01

Category Avg
Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.

3.53

This Fund

VS

3.72

Category Avg
Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.

0.94

This Fund

VS

0.06

Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.

56.79

This Fund

VS

39.76

Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.

0.71

This Fund

VS

0.27

Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.

0.50

This Fund

VS

0.79

Category Avg

Benchmark used in calculation : CRISIL Liquid Debt TR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

ICICI Prudential Savings Fund Retail Plan Growth

₹220.01

1.93%

0.73%

Low to Moderate Risk

₹21,665.30 Cr

HSBC Low Duration Fund Growth

₹27.85

1.15%

0.73%

Low to Moderate Risk

₹538.02 Cr

UTI - Treasury Advantage Fund - Discontinued Growth Option

₹6,165.53

1.13%

0.73%

Low to Moderate Risk

₹3,236.69 Cr

UTI - Treasury Advantage Fund - Regular Plan - Growth Option

₹3,486.00

1.13%

0.73%

Low to Moderate Risk

₹3,236.69 Cr

Axis Treasury Advantage Growth

₹3,039.61

1.09%

0.73%

Low to Moderate Risk

₹5,933.18 Cr

Axis Treasury Advantage Retail Growth

₹2,849.78

1.09%

0.73%

Low to Moderate Risk

₹5,933.18 Cr

ICICI Prudential Savings Fund Retail Plan Growth

LOW TO MODERATE RISK

NAV ₹220.01
Fund Size ₹21,665.30 Cr

Fund Return 1.93%

Category Return 0.73%

HSBC Low Duration Fund Growth

LOW TO MODERATE RISK

NAV ₹27.85
Fund Size ₹538.02 Cr

Fund Return 1.15%

Category Return 0.73%

UTI - Treasury Advantage Fund - Discontinued Growth Option

LOW TO MODERATE RISK

NAV ₹6,165.53
Fund Size ₹3,236.69 Cr

Fund Return 1.13%

Category Return 0.73%

UTI - Treasury Advantage Fund - Regular Plan - Growth Option

LOW TO MODERATE RISK

NAV ₹3,486.00
Fund Size ₹3,236.69 Cr

Fund Return 1.13%

Category Return 0.73%

Axis Treasury Advantage Growth

LOW TO MODERATE RISK

NAV ₹3,039.61
Fund Size ₹5,933.18 Cr

Fund Return 1.09%

Category Return 0.73%

Axis Treasury Advantage Retail Growth

LOW TO MODERATE RISK

NAV ₹2,849.78
Fund Size ₹5,933.18 Cr

Fund Return 1.09%

Category Return 0.73%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Infrastructure Advantage Fund Direct Growth

₹91.14

10.15%

10.26%

Very High Risk

₹803.89 Cr

Sundaram Small Cap Fund - Direct Plan - Growth Option

₹250.75

9.82%

9.15%

Very High Risk

₹2,762.92 Cr

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,345.94

8.02%

6.61%

Very High Risk

₹10,450.74 Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹107.85

7.77%

7.93%

Very High Risk

₹1,325.29 Cr

Sundaram Nifty 100 Equal Wgt Dir Gr

₹169.33

7.72%

Very High Risk

₹92.23 Cr

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹87.63

7.65%

6.29%

Very High Risk

₹5,861.32 Cr

Sundaram Infrastructure Advantage Fund Direct Growth

VERY HIGH RISK

NAV ₹91.14
Fund Size ₹803.89 Cr

Fund Return 10.15%

Category Return 10.26%

Sundaram Small Cap Fund - Direct Plan - Growth Option

VERY HIGH RISK

NAV ₹250.75
Fund Size ₹2,762.92 Cr

Fund Return 9.82%

Category Return 9.15%

Sundaram Mid Cap - Direct Plan - Growth Option

VERY HIGH RISK

NAV ₹1,345.94
Fund Size ₹10,450.74 Cr

Fund Return 8.02%

Category Return 6.61%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

VERY HIGH RISK

NAV ₹107.85
Fund Size ₹1,325.29 Cr

Fund Return 7.77%

Category Return 7.93%

Sundaram Nifty 100 Equal Wgt Dir Gr

VERY HIGH RISK

NAV ₹169.33
Fund Size ₹92.23 Cr

Fund Return 7.72%

Category Return --

Sundaram large and Mid Cap - Direct Plan - Growth Option

VERY HIGH RISK

NAV ₹87.63
Fund Size ₹5,861.32 Cr

Fund Return 7.65%

Category Return 6.29%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth ₹ 61,992.70 crores. It’s current offering of mutual fund schemes includes 32 equity, 10 debt and 5 hybrid schemes.

Phone

+91 44 28583362/3367

AUM

₹ 61,992.70 Cr (

As on Feb 2025

)

Address

Sundaram Towers, ,Chennai ,600 014

FAQ’S

What is the category of Sundaram Low Duration Fund Growth ?

The category of Sundaram Low Duration Fund Growth is Fixed Income - Low Duration

What is the current NAV of Sundaram Low Duration Fund Growth ?

The current NAV of Sundaram Low Duration Fund Growth (as on Apr 3, 2025) is ₹ 3,404.09

How safe is Sundaram Low Duration Fund Growth?

The risk level of Sundaram Low Duration Fund Growth is Moderate .

What are short term returns given by Sundaram Low Duration Fund Growth?

The return given by Sundaram Low Duration Fund Growth in 1 month is 1.02%, 3 months is 2.06%, 6 months is 3.72%, and 1 year is 7.57%.

What are the long term returns given by Sundaram Low Duration Fund Growth?

The return given by Sundaram Low Duration Fund Growth in 3 years is 6.39% and 5 years is 5.35%.

What is the expense ratio of Sundaram Low Duration Fund Growth?

The expense ratio of Sundaram Low Duration Fund Growth is 1.28 %

What is the AUM of Sundaram Low Duration Fund Growth

The assets under Management (AUM) of Sundaram Low Duration Fund Growth is Rs 372.68 crores.

What is the minimum investment in Sundaram Low Duration Fund Growth?

The minimum Lumpsum investment in Sundaram Low Duration Fund Growth is ₹1000 and the minimum SIP investment in Sundaram Low Duration Fund Growth is ₹1000

What is the asset allocation of Sundaram Low Duration Fund Growth?

The Sundaram Low Duration Fund Growth has an exposure of 52.36% in Debt and 47.34% in Cash & Money Market Securities

COMPANIES

INDICES ANALYSIS

AMCs

MUTUAL FUNDS

NEWS

Sundaram Low Duration Fund Growth

FUND RATING

RISK-O-METER

FUND PERFORMANCE

FUND COMPARISON

RETURN CALCULATOR

FUND SUMMARY

ABOUT THE FUND

FUND MANAGER

DETAILED PORTFOLIO

PERFORMANCE MEASURES

HISTORICAL RISK MEASURES

PEER ANALYSIS

Top funds from this amc

ABOUT THE AMC

FAQ’S

CALCULATORS

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