e.g. Tata motors, Reliance MF, 500570

Sundaram Low Duration Fund (Old) - IDCW-Quarterly

Debt Ultra Short Term Low to Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹543.56 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To provide a level of income consistent with liquidity through investments made primarily in money -market and debt securities. The schemes portfolio will have a maturity and duration profile that is more elongated has compared to a typical liquid fund.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

April 23, 2007

Fund Manager

Mr. Dwijendra Srivastava

Initial Price

10

AUM Fund

543.56 Cr

Min investment

Rs 1000

Expense Ratio

1.02%

SIP Minimum Investment

Weekly - For Minimum amount of Rs. 1000/-, Minimum Number of instalments is 6.Monthly - For Minimum amount of Rs. 100/-, Minimum Number of instalments is 6.Quarterly - For Minimum amount of Rs. 750/-, Minimum Number of instalments is 6.

Exit Load

Nil

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
18.23% 23.20% ₹257.16
9.39% 24.96% ₹273.92
9.24% 24.45% ₹470.74
9.12% 21.74% ₹53.68
9.12% 21.73% ₹53.68

Holdings

Reverse Repo 9.11%
TREPS 8.51%
National Bank for Agricultural & Rural Development - 4.6% - 29/07/2022 5.53%
National Highway Authority of India - 7.6% - 18/03/2022 4.64%
Reliance Jio Infocomm Ltd - 04/02/2022 4.58%
Reliance Industries Ltd - 24/02/2022 4.57%
Astec LifeSciences Ltd - 16/02/2022 4.57%
182 Days - T Bill - 12052022 4.53%
IIFL Wealth Management Ltd - 20/12/2021 3.68%
Aditya Birla Money Ltd - 27/01/2022 3.66%
Tata Power Renewable Energy Ltd - 18/02/2022 3.66%
Piramal Capital & Housing Finance Ltd - 6.75% - 26/09/2031 3.45%
Power Finance Corporation Ltd - 6.75% - 22/05/2023 2.83%
Julius Baer Capital (IndiPrivate Ltd - 12/01/2022 2.75%
Axis Bank Ltd - 28/04/2022 2.72%
Axis Bank Ltd - 11/05/2022 2.72%
Sikka Ports and Terminals Ltd - 8.45% - 12/06/2023 1.93%
Housing Development Finance Corporation Ltd - 7.21% - 30/12/2022 1.88%
Export Import Bank of India - 9.1% - 15/06/2022 1.88%
LIC Housing Finance Ltd - 5.9% - 11/05/2023 1.86%
JM Financial Products Ltd - 21/12/2021 1.84%
JM Financial Services LTD. - 28/02/2022 1.82%
IIFL Wealth Prime Ltd - 25/02/2022 1.82%
JM Financial Services LTD. - 02/06/2022 1.80%
LIC Housing Finance Ltd - 07/07/2022 1.79%
Cash and Other Net Current Assets 1.52%
7.37% Central Government Securities 16/04/2023 1.43%
7.32 % Central Government Securities 28/01/2024 0.97%
7.16% Central Government Securities 20/05/2023 0.48%

Sector Allocation

Miscellaneous 4.64%
Finance 7.47%
Shipping 1.93%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
April 23, 2007
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Low Duration Fund (Old) - IDCW-Quarterly?

A: The latest NAV of Sundaram Low Duration Fund (Old) - IDCW-Quarterly is ₹ .

Q: What type of mutual fund is Sundaram Low Duration Fund (Old) - IDCW-Quarterly?

A: Sundaram Low Duration Fund (Old) - IDCW-Quarterly is a 'Debt - Ultra Short Term' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.

Q: What is the expense ratio of Sundaram Low Duration Fund (Old) - IDCW-Quarterly?

A: The expense ratio of Sundaram Low Duration Fund (Old) - IDCW-Quarterly is 1.02%, which impacts overall returns.

Q: Who manages Sundaram Low Duration Fund (Old) - IDCW-Quarterly?

A: Sundaram Low Duration Fund (Old) - IDCW-Quarterly is managed by Mr. Dwijendra Srivastava, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Low Duration Fund (Old) - IDCW-Quarterly a good investment?

A: Sundaram Low Duration Fund (Old) - IDCW-Quarterly may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Sundaram Low Duration Fund (Old) - IDCW-Quarterly?

A: The exit load of Sundaram Low Duration Fund (Old) - IDCW-Quarterly is Nil, applicable if redeemed within the specified period.

Q: How is Sundaram Low Duration Fund (Old) - IDCW-Quarterly taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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