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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFGrowth

Sundaram Low Duration Fund - Retail - Growth (Merged)

debtDebt - Ultra Short to Short Term FundBenchmark: NIFTY Low Duration Debt Index
NAV · 31 Dec 2021₹26.14+0.02%
AUM₹2.2k Cr
Expense Ratio1.83%
CAGR—
Exit LoadNil
Min SIP₹1,000from this fund's primary plan
Launched2007

Investment Objective

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

Asset Allocation
Debt92.3%
Cash & Equivalents1.6%
Other6.1%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
1.83%
₹1,000from this fund's primary plan
₹1,000
Nil
Nil
Inception23 Apr 2007
AMCSundaram MF
Top Holdings As of 31 Dec 2016
1National Bank for Agricultural & Rural Development - 21/03/2017**Bank8.97%
2IndusInd Bank Ltd - 07/03/2017**Bank7.87%
3Deutsche Bank Ltd - 6.87 - 20/02/2017Bank6.14%
4National Housing Bank - 8.24 - 08/03/2019**Bank4.56%
5Corporation Bank - 03/03/2017**Bank3.37%
6Housing Development Finance Corporation Ltd - 1.43 - 28/03/2017**Finance3.37%
7LIC Housing Finance Ltd - 7.66 - 21/10/2021**Finance3.18%
8Tata Capital Housing Finance Ltd - 9 - 01/06/2018**Finance2.29%
9Small Industrial Development Bank of India - 8.05 - 28/01/2019**Bank2.28%
10Indiabulls Housing Finance Ltd - 8.9 - 26/09/2021**Finance2.25%
Sector Allocation
Bank50.5%
Finance43.8%
Infrastructure2.2%
Others1.6%
Crude Oil0.7%
G-Sec0.6%
Capital Goods0.4%
Telecom0.2%
Power0.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.83%
Nil
Nil
₹1,000from 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