Sundaram Low Duration Fund Regular Growth

Fund Returns

NAV Rs. 24.63 0.01 %
(as on Feb. 20, 2020)
1 yr Return -2.31 %
3 yr. Return 3.67 %
5 yr. Return 5.39 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 24.63 0.01 %
(as on Feb. 20, 2020)
-2.31 % 3.67 % 5.39 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date April 23, 2007
Fund Size Rs. 468.31 cr.
Category Fixed Income | Low Duration Fund
Fund Manager Dwijendra Srivastava
AMC Sundaram Asset Management Company Limited
Fund Benchmark Crisil Low Duration Debt Index
Risk Profile Conservative
Risk Rating 1 / 10

Investment Information

Min. Investment Rs. 1000.00
Min. Investment SIP Rs. 0.00
Expense Ratio 0.77 %
Exit load Nil

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.77 1.78 3.67 -2.31 3.67 5.39
Rank Within Category 139 293 None 209 47 47

Fund Schemes Concentrations

# of Securities 53
Top 10 Securities 56.48 %
Top 5 Securities 30.99 %
Top 3 Securities 20.37 %
# of Sectors 6
Top 10 Sectors 100.0 %
Top 5 Sectors 98.93 %
Top 3 Sectors 93.57 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home

Scheme Details

Launch Date April 23, 2007 Fund Size Rs. 468.31 cr.
Category Fixed Income | Low Duration Fund Fund Manager Dwijendra Srivastava
AMC Sundaram Asset Management Company Limited Fund Benchmark Crisil Low Duration Debt Index
Risk Profile Conservative Risk Rating 1 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 1000.00 Rs. 0.00 0.77 % Nil

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.77 1.78 3.67 -2.31 3.67 5.39
Rank Within Category 139 293 None 209 47 47

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Sundaram Low Duration Fund Regular Growth -2.31 3.67 5.39 468.31
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 17.48 11.57 10.41 131.69
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 15.19 9.94 10.1 500.34
ICICI Prudential Constant Maturity Gilt Fund - Growth 16.09 9.91 9.52 87.93
DHFL Pramerica Ultra Short Term Fund - Growth 13.65 9.41 9.07 117.01
ICICI Prudential Long Term Bond Fund - Growth 16.02 9.21 8.8 811.14

Fund Schemes Concentrations

# of Securities 53
Top 10 Securities 56.48 %
Top 5 Securities 30.99 %
Top 3 Securities 20.37 %
# of Sectors 6
Top 10 Sectors 100.0 %
Top 5 Sectors 98.93 %
Top 3 Sectors 93.57 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home