SUSundaram MFRegular · Growth

Sundaram Low Duration Fund - Regular Plan - Growth (Merged)

debtDebt - Low Duration FundBenchmark: NIFTY Low Duration Debt Index
NAV · 31 Dec 2021₹28.84+0.02%
AUM₹550 Cr
Expense Ratio1.02%
CAGR
Exit LoadNil
Min SIP₹1,000
Launched2007

Investment Objective

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

Asset Allocation
Debt76.2%
Cash & Equivalents23.8%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
1.02%
₹1,000
₹1,000
Nil
Nil
Inception23 Apr 2007
AMCSundaram MF
Top Holdings
1TREPS12.91%
2Cash and Other Net Current Assets^5.86%
3National Bank for Agricultural & Rural Development - 4.6% - 29/07/2022**5.46%
4Reverse Repo4.99%
5National Highway Authority of India - 7.6% - 18/03/2022**4.59%
6Reliance Jio Infocomm Ltd - 04/02/2022**4.52%
791 Days - T Bill - 240220224.51%
8Astec LifeSciences Ltd - 16/02/2022**4.51%
9Reliance Industries Ltd - 24/02/2022**4.51%
10IIFL Wealth Management Ltd - 20/12/2021**3.63%
Sector Allocation
Other84.4%
Latest News

No recent news found for Sundaram Low Duration Fund - Regular Plan - Growth (Merged).

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.02%
Nil
Nil
₹1,000
₹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