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Sundaram Low Duration Fund-Reg Principal Units

Low Duration Fund
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  • NAV

    1291.33(0.03%)

  • Fund Size (CR)

    ₹440.68

  • Expense Ratio

    1.13

  • Scheme Type

    Active Fund

  • Value Research

    -

  • Min. investment

    ₹1,000

  • Minimum Additional Investment

    ₹1,000

  • Minimum SIP Investment

    ₹undefined

  • Minimum Withdrawal

    ₹500

  • Exit Load Nil

    0%

  • Return Since Launch

    5.95%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 1.63%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Dwijendra Srivastava

Bench Mark

NIFTY Low Duration Debt Index A-I

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 23 December 202410011.580.12%-0.14%156/219
1 Month29 November 202410049.980.50%-0.54%154/219
3 Month30 September 202410159.311.59%-1.72%184/219
6 Month28 June 202410366.473.66%-3.72%112/219
1 Year29 December 202310722.237.22%7.22%7.63%181/219
3 Year--0%-6.29%-/-
5 Year--0%-6.25%-/-
Since Inception3 January 202211887.0218.87%5.95%7.03%199/219

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 January 20241,30,000134671.703.59% 3.59%
3 Year1 February 20223,60,000396463.7410.13% 3.27%
5 Year-----
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.15%

Standard Deviation

0.01%

Beta

-1.79%

Sharpe Ratio

6.95%

Treynor's Ratio

-0.98%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Power Fin.Corpn.5.63%25024.92Corporate DebtsDebt Others
Natl. Hous. Bank4.52%200020.01Corporate DebtsDebt Others
Can Fin Homes3.41%150015.11Corporate DebtsDebt Others
Shriram Finance3.40%150015.07Corporate DebtsDebt Others
LIC Housing Fin.3.12%14013.79Corporate DebtsDebt Others
Bharti Telecom2.73%120012.07Corporate DebtsDebt Others
S I D B I2.27%100010.04Corporate DebtsDebt Others
PNB Housing2.26%100010.01Corporate DebtsDebt Others
REC Ltd2.26%10009.99Corporate DebtsDebt Others
JM Financial Pro2.25%10009.98Corporate DebtsDebt Others

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Mahindra Manulife Low Duration Fund - Dir (IDCW-W)
593.880.45%1.72%3.81%8.78%6.94%
Nippon India Low Duration Fund - Direct (IDCW-W)
9003.760.61%1.88%3.96%8.36%7.02%
Kotak Low Duration Fund - Direct (IDCW-Standard)
12509.460.58%1.93%3.99%8.14%6.77%
Kotak Low Duration Fund - Direct (G)
12509.460.58%1.93%3.99%8.14%6.77%
Aditya Birla SL Low Duration Fund-Dir (IDCW-W)
11627.660.57%1.83%3.94%8.05%7.23%

News

  • Sundaram MF announces change in Fund Manager of the following scheme

    Sundaram Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 17 December 2024

    Change in Fund Managers of the Scheme:

    Scheme Name Existing Fund Manager New Fund Manager
    Sundaram Consumption Fund Ratish B. Varier
    Nikunj Gala     		Ratish B. Varier

    Powered by Capital Market - Live News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

    Sundaram Mutual Fund has announced 19 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Diversified Equity Fund - Regular Plan - Quarterly IDCW Option: 0.127

    Sundaram Diversified Equity Fund - Direct Plan - Quarterly IDCW Option: 0.153

    Powered by Capital Market - Live News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

    Sundaram Mutual Fund has announced 17 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250

    Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350

    Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115

    Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

31 December 2021

Total AUM (Cr)

₹442.78

Sundaram Low Duration Fund-Reg Principal Units is an Low Duration Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 31 December 2021, this fund is managed by Dwijendra Srivastava. With assets under management (AUM) worth ₹442.78 (Cr), as of 1 January 2025, Sundaram Low Duration Fund-Reg Principal Units is categorized as a Low Duration Fund within its segment. The fund has generated a return of 5.95% since its launch.
The current NAV of Sundaram Low Duration Fund-Reg Principal Units is ₹1,291.33, as on 1 January 2025. The fund's benchmark index is NIFTY Low Duration Debt Index A-I. You can invest in Sundaram Low Duration Fund-Reg Principal Units via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.80% in Debt and 2.20% in cash and cash equivalents.

FAQs

How to Invest in Sundaram Low Duration Fund-Reg Principal Units Direct Growth?

Sundaram Low Duration Fund-Reg Principal Units is a popular fund in the Low Duration Fund segment. The fund has generated a return of 5.95% since inception. Looking to invest in Sundaram Low Duration Fund-Reg Principal Units How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Low Duration Fund-Reg Principal Units is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Sundaram Low Duration Fund-Reg Principal Units
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Low Duration Fund-Reg Principal Units today and reap the benefits of this Low Duration Fund fund!

How much returns has Sundaram Low Duration Fund-Reg Principal Units Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Low Duration Fund-Reg Principal Units has generated annualised return of 7.22%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 5.95% returns.

What is the expense ratio of Sundaram Low Duration Fund-Reg Principal Units Direct Growth?

The expense ratio of Sundaram Low Duration Fund-Reg Principal Units Direct Growth is 1.13%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Low Duration Fund-Reg Principal Units Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Low Duration Fund-Reg Principal Units is ₹442.78 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Low Duration Fund-Reg Principal Units Direct Growth?

Redeeming or selling units of Sundaram Low Duration Fund-Reg Principal Units is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Sundaram Low Duration Fund-Reg Principal Units:
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Sundaram Low Duration Fund-Reg Principal Units).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.