Sundaram Low Duration Fortnightly IDCW Payout Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Low Duration Fortnightly IDCW Payout Direct Plan

NAV
₹1,098.0393
+0.04%
(28 Jun)
AUM
373 Cr
TER
0.39%
Risk
Low to Moderate Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.1%
+8.1%
+8.1%
+8.1%
+7.0%
+6.1%
3Y
+7.3%
+7.5%
+7.5%
+7.5%
+6.4%
NA
5Y
+6.7%
+6.9%
+6.9%
+6.9%
+6.1%
NA
ALL
+6.4%
+6.5%
+6.5%
+6.5%
+6.1%
+5.9%
VOL
1.7%
1.3%
1.3%
1.3%
-
1.2%
TER
0.4%
0.4%
0.4%
0.4%
-
0.4%
AUM
₹21,665 Cr
₹21,665 Cr
₹21,665 Cr
₹21,665 Cr
-
₹373 Cr
INFO
3.68
5.07
5.07
5.07
-
4.84
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Low Duration Fortnightly IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Treps
13.6%
HDFC Bank Limited
6.6%
IDBI Bank Ltd
6.6%
Au Small Finance Bank Limited
6.4%
Can Fin Homes Limited - NCD & Bonds - NCD & Bonds
4.0%
Shriram Finance Limited - NCD & Bonds - NCD & Bonds
4.0%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
4.0%
Indusind Bank Limited
3.8%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
3.2%
7.38% Govt Stock 2027
2.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs