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

Sundaram Low Duration Quarterly IDCW Payout Direct Plan

NAV
₹1,255.0849
+0.01%
(27 Jun)
AUM
463 Cr
TER
0.4%
Risk
Moderate Risk
Rating
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
+8.6%
+7.6%
+7.6%
+7.6%
+7.4%
+7.0%
3Y
+7.4%
+8.1%
+8.1%
+8.1%
+8.5%
+7.2%
5Y
NA
+6.7%
+6.7%
+6.7%
+7.2%
+6.1%
ALL
+6.8%
+6.6%
+6.6%
+6.6%
+6.7%
+6.1%
VOL
1.6%
1.3%
1.3%
1.3%
0.4%
-
TER
0.4%
0.4%
0.4%
0.4%
0.3%
-
AUM
₹463 Cr
₹31,616 Cr
₹31,616 Cr
₹31,616 Cr
₹1,981 Cr
-
INFO
4.16
5.14
5.14
5.14
16.18
-
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 Quarterly 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 15th Feb
Top holdings
Treps
7.9%
Bank of Baroda - NCD & Bonds - NCD & Bonds
7.0%
19/02/2026 Maturing 182 DTB
5.3%
Punjab National Bank
5.3%
Jamnagar Utilities & Power Private Limited - NCD & Bonds - NCD & Bonds
5.3%
Canara Bank
5.2%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
4.3%
Indian Bank
4.2%
Punjab National Bank
4.0%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
3.2%
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