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

Sundaram Low Duration Fortnightly IDCW Reinvest Direct Plan

NAV
₹1,098.0393
+0.04%
(28 Jun)
AUM
504 Cr
TER
0.39%
Risk
Low to Moderate Risk
Insights
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
+10.0%
+8.9%
+8.9%
+8.9%
+8.2%
+6.1%
3Y
+8.9%
+8.2%
+8.2%
+8.2%
+7.1%
NA
5Y
+7.5%
+6.8%
+6.8%
+6.8%
+6.3%
NA
ALL
+6.8%
+6.6%
+6.6%
+6.6%
+6.2%
+5.9%
VOL
0.4%
1.3%
1.3%
1.3%
-
1.2%
TER
0.3%
0.4%
0.4%
0.4%
-
0.4%
AUM
₹1,599 Cr
₹22,798 Cr
₹22,798 Cr
₹22,798 Cr
-
₹504 Cr
INFO
16.04
5.10
5.10
5.10
-
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 Reinvest (DR)
₹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 31st May
Top holdings
Power Finance Corporation Limited - NCD & Bonds
4.9%
India (Republic of)
4.8%
India (Republic of)
4.7%
HDFC Bank Limited
4.7%
Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)
4.7%
National Housing Bank 7.78% - NCD & Bonds
4.0%
Bharti Telecom Limited - NCD & Bonds
3.4%
7.38% Govt Stock 2027
3.0%
Shriram Finance Ltd. 9.2% - NCD & Bonds
3.0%
ICICI Bank Limited
2.9%
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