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sundaram low duration fund growth
Sundaram Low Duration Fund Growth

Sundaram Low Duration Fund Growth

  • Moderate Risk
  • Fixed Income
  • Low Duration
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NAV as on Feb 6, 2026
i
Price per unit of the scheme.
₹ 3,571.4131-0.04%1 Day Change
0.28%
Minimum Investment₹1000
Expense Ratio1.28%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

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

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Low Duration Fund Growth
VS
Fixed Income: Low Duration Average NAV
    Topper in Fixed Income: Low Duration
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Low Duration Fund Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND 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
    ₹ 472.15 Cr(As on Dec, 2025)
    Inception Date
    Sep 14, 2004
    Turnover
    - %
    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:

    bt_logoABOUT 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 inSep 14, 2004. Its risk level is . The NAV of the fund as onFeb 06, 2026 is ₹3,571.41. Its expense ratio is 1.28 %. The fund has an AUM of ₹472.15 Cr.The fund is managed byDwijendra Srivastava,Sandeep Agarwal.
    The minimum initial investment is  ₹1000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sandeep Agarwal
    Sandeep Agarwal
    i
    Lead Fund Manager.
    May 16, 2022 - Present
    • Fund Manager Rank9Out 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 managed11
    • Total AUM₹ 20,461.39 Cr
    • Highest Return In 1 Yr8.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 78.84
    0.06%
    0.16%
    Moderate Risk
    ₹35.96Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 45.02
    0.15%
    0.18%
    Moderate Risk
    ₹376.88Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 188.86
    -1.17%
    -1.76%
    High Risk
    ₹7,846.01Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 78.84
    • Fund Size₹35.96Cr
    Fund Return0.06%
    Category Return0.16%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 45.02
    • Fund Size₹376.88Cr
    Fund Return0.15%
    Category Return0.18%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 188.86
    • Fund Size₹7,846.01Cr
    Fund Return-1.17%
    Category Return-1.76%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Dwijendra Srivastava
    Dwijendra Srivastava
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed15
    • Total AUM₹ 25,854.19 Cr
    • Highest Return In 1 Yr9.42 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 78.84
    0.06%
    0.16%
    Moderate Risk
    ₹35.96Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 45.02
    0.15%
    0.18%
    Moderate Risk
    ₹376.88Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 188.86
    -1.17%
    -1.76%
    High Risk
    ₹7,846.01Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 78.84
    • Fund Size₹35.96Cr
    Fund Return0.06%
    Category Return0.16%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 45.02
    • Fund Size₹376.88Cr
    Fund Return0.15%
    Category Return0.18%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 188.86
    • Fund Size₹7,846.01Cr
    Fund Return-1.17%
    Category Return-1.76%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jan, 2026
    EQUITY (-%)
    DEBT (61.02%)
    CASH (38.69%)
    Allocation by Market Cap
    Other Cap(0.29%)
    Industry Holdings
    No Data For Allocation
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE 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.
      ----

    bt_logoHISTORICAL 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.
      -0.89
      This Fund
      VS
      -0.56
      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.
      82.22
      This Fund
      VS
      70.64
      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.
      1.18
      This Fund
      VS
      1.23
      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.
      0.12
      This Fund
      VS
      0.91
      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.
      0.20
      This Fund
      VS
      2.64
      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.
      0.47
      This Fund
      VS
      0.62
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 75,890.76 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    aum
    AUM
    ₹ 75,890.76 Cr (
    As on Dec 31, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ'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 Feb 06, 2026 is ₹3,571.41
    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 0.28%, 3 months is 1.01%, 6 months is 2.40%, and 1 year is 6.37%
    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 6.72% and 5 years is 5.65%.
    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 472.15 crores.
    What is the minimum investment in Sundaram Low Duration Fund Growth ?
    The minimum Lumpsum investment in Sundaram Low Duration Fund Growth is ₹1,000.00 and the minimum SIP investment in Sundaram Low Duration Fund Growth is ₹1,000.00
    What is the asset allocation of Sundaram Low Duration Fund Growth?
    Sundaram Low Duration Fund Growth has an exposure of 61.02% in Debt and 38.69% in Cash & Money Market Securities

    bt_logoCALCULATORS

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