SUSundaram MFDirect · IDCW

Sundaram Low Duration Fund - Fortnightly IDCW - Direct Plan

debtDebt - Ultra Short to Short Term FundBenchmark: NIFTY Low Duration Debt Index
NAV · 28 Jun 2024₹1,098.04+0.04%
AUM₹446 Crfrom this fund's primary plan
Expense Ratio0.39%
CAGR
Exit LoadNil
Min SIP₹100from this fund's primary plan
Launched2022

Investment Objective

The primary investment objective of the Floating Rate Fund will be to generate income consistent with the prudent risk from a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate return, and also fixed rate instruments and money market instruments.

Fund Managers
SA
Sandeep Agarwal
Fund Manager
Key Information
0.39%
₹100from this fund's primary plan
₹1,000
Nil
Nil
Inception03 Jan 2022
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Sundaram Low Duration Fund - Fortnightly IDCW - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.04%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.39%
Nil
Nil
₹100from this fund's primary plan
₹1,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme