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

Sundaram Low Duration IDCW Monthly Reinvest Direct Plan

NAV
₹1,097.2514
+0.03%
(26 Jul)
AUM
504 Cr
TER
0.39%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) 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%
+6.3%
+0.0%
3Y
+7.7%
+7.7%
+7.8%
+7.8%
+5.3%
+2.5%
5Y
+7.2%
+7.2%
+7.3%
+7.3%
+5.6%
+3.6%
ALL
+5.4%
+5.4%
+6.0%
+6.0%
+6.2%
+3.3%
VOL
2.4%
2.4%
1.8%
1.8%
-
2.1%
TER
0.3%
0.3%
0.3%
0.3%
-
0.4%
AUM
₹2,429 Cr
₹2,429 Cr
₹2,429 Cr
₹2,429 Cr
-
₹504 Cr
INFO
2.26
2.26
3.37
3.37
-
1.60
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 IDCW Monthly 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 30th Jun
Top holdings
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
6.6%
National Housing Bank 7.78% - NCD & Bonds - NCD & Bonds
5.3%
Kotak Mahindra Bank Limited
5.1%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
4.5%
7.38% Govt Stock 2027
4.0%
Shriram Finance Limited - NCD & Bonds - NCD & Bonds
4.0%
Small Industries Development Bank Of India
3.9%
Axis Bank Limited
3.8%
360 One Wam Ltd. - Commercial Paper - Commercial Paper
3.7%
Treps
3.1%
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