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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.39 | 7.70 | 9.63 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.55 | 7.61 | 10.26 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Low Duration Fund(M-IDCW) | -0.01% | 0.32% | -0.23% |
ICICI Pru Savings Fund(M-IDCW Payout) | 0.02% | 0.07% | 0.11% |
HDFC Low Duration Fund(M-IDCW Reinv) | 0.06% | 0.08% | 0.09% |
SBI Magnum Low Duration Fund(W-IDCW Payout) | 7.92% | 6.46% | 2.36% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
6.30 %
Holdings
5.89 %
Holdings
5.06 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 70,908.80 Cr.
Sandeep Agarwal
AUM: ₹21,166.11 Cr.
|
Exp: —
Dwijendra Srivastava
AUM: ₹26,171.41 Cr.
|
Exp: 13.2yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%