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
₹1,107.7418
+0.04%
(17 Apr)
AUM
342 Cr
TER
0.39%
Risk
Low to Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.5%
+8.2%
+8.2%
+8.2%
+7.2%
+5.0%
3Y
+7.4%
+7.6%
+7.6%
+7.6%
+6.5%
+5.8%
5Y
+6.8%
+7.0%
+7.0%
+7.0%
+6.1%
+5.2%
ALL
+6.7%
+6.5%
+6.5%
+6.5%
+6.1%
+4.2%
VOL
2.5%
1.3%
1.3%
1.3%
-
2.1%
TER
0.4%
0.4%
0.4%
0.4%
-
0.4%
AUM
₹11,266 Cr
₹21,474 Cr
₹21,474 Cr
₹21,474 Cr
-
₹342 Cr
INFO
2.70
5.06
5.06
5.06
-
2.01
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 15th Mar
Top holdings
Treps
13.5%
HDFC Bank Limited
6.5%
IDBI Bank Limited
6.5%
Au Small Finance Bank Limited
6.3%
Can Fin Homes Limited - NCD & Bonds
4.0%
Shriram Finance Limited - NCD & Bonds
4.0%
Rural Electrification Corporation Limited - NCD & Bonds
4.0%
Indusind Bank Limited
3.8%
Bharti Telecom Limited - NCD & Bonds
3.2%
7.38% Govt Stock 2027
2.7%
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