Sundaram Low Duration Fortnightly IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹1,000

Sundaram Low Duration Fortnightly IDCW Reinvest Direct Plan

NAV
₹1,096.1654
+0.04%
(18 Apr)
AUM
389 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 below 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
+7.3%
+7.3%
+7.3%
+7.3%
+7.3%
+6.3%
3Y
NA
+7.4%
+7.4%
+7.4%
+7.4%
+5.1%
5Y
NA
+4.7%
+4.7%
+4.7%
+4.7%
+5.0%
ALL
+6.3%
+5.3%
+5.3%
+5.2%
+6.3%
+6.2%
VOL
1.2%
2.4%
2.4%
0.7%
3.6%
-
TER
0.4%
0.4%
0.4%
0.4%
0.4%
-
AUM
₹389 Cr
₹2,672 Cr
₹2,672 Cr
₹2,672 Cr
₹2,672 Cr
-
INFO
5.21
2.21
2.21
7.50
1.75
-
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 15th Mar
Top holdings
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
6.4%
Treps
5.9%
National Housing Bank 7.78% - NCD & Bonds - NCD & Bonds
5.1%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
4.4%
7.38% Govt Stock 2027
3.9%
State Bank Of India
3.8%
Axis Bank Limited
3.8%
ICICI Bank Limited
3.7%
Axis Bank Limited
3.7%
Small Industries Development Bank Of India
3.6%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
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