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Sundaram Low Duration Fund(M-IDCW)

IDCW
1,096.080.02% (+0.20)

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Sundaram Low Duration Fund(M-IDCW)

IDCW
DebtLow Duration Fund
Small-size FundAssets Under Mgmt: ₹ 410 Cr
Moderate RiskPrinciple investment will be at moderate risk
1,096.080.02% (+0.20)

Price Chart

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Returns
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1M
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SIP
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1M
6M
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DebtLow Duration Fund
Small-size FundAssets Under Mgmt: ₹ 410 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.397.779.63
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.577.6910.17

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY Low Duration Debt Index

About Low Duration Fund

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.

Peers & Comparison

Comparing 3 mutual funds from 
DebtLow Duration Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Low Duration Fund(M-IDCW)0.08%0.02%-0.25%
ICICI Pru Savings Fund(M-IDCW Payout)0.00%0.05%0.13%
HDFC Low Duration Fund(M-IDCW Reinv)-0.02%0.06%0.11%
Kotak Low Duration Fund(IDCW Payout)8.19%6.82%3.25%

Price Comparison

Compare Sundaram Low Duration Fund(M-IDCW) with any MF, ETF, stock or index
Compare Sundaram Low Duration Fund(M-IDCW) with any MF, ETF, stock or index
Sundaram Low Duration Fund(M-IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Dec 2024

ACTUAL
+2 moreCash & EquivalentsGovernment SecuritiesCommercial PaperCertificate of DepositCorporate Debt1.46%3.14%3.96%5.95%30.69%54.80%

Mar 2024

Jun 2024

Sep 2024

Dec 2024

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Sector Distribution

+6 moreHome FinancingConsumer FinanceSpecialized FinancePrivate BanksPublic Banks14.92 %9.48 %15.81 %16.92 %18.69 %24.17 %

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Dec 2431.28%33.07%26.29%26.99%30.73%24.17%
Public Banks as a % of total holdings for last six quarters
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Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Power Finance Corporation Ltd - 7.17% - 22/05/2025**
    CRISIL AAA
    3M change : -0.45 %|CRISIL AAA

    Holdings

    6.08 %

    -0.45 %
  • AU Small Finance Bank Ltd - 01/10/2025**
    CRISIL A1+
    3M change : 5.75 %|CRISIL A1+

    Holdings

    5.75 %

    5.75 %
  • National Housing Bank - 7.78% - 26/04/2027**
    CARE AAA
    3M change : -0.37 %|CARE AAA

    Holdings

    4.87 %

    -0.37 %

AMC Profile

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

    ₹ 68,007.76 Cr.

Fund Manager Profile

Sandeep Agarwal

AUM:  ₹20,712.13 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Dwijendra Srivastava

AUM:  ₹25,605.79 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13.2yrs

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Opinions and Fund Reviews

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