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

Sundaram Low Duration Quarterly IDCW Reinvest Direct Plan

NAV
₹1,255.0849
+0.01%
(27 Jun)
AUM
410 Cr
TER
0.4%
Risk
Low to 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
+9.1%
+8.6%
+8.1%
+8.1%
+8.1%
+7.5%
3Y
+8.9%
+7.4%
+8.1%
+8.1%
+8.1%
+7.1%
5Y
+7.3%
NA
+6.6%
+6.6%
+6.6%
+5.9%
ALL
+6.8%
+6.8%
+6.6%
+6.6%
+6.6%
+6.1%
VOL
0.4%
1.6%
1.3%
1.3%
1.3%
-
TER
0.3%
0.4%
0.4%
0.4%
0.4%
-
AUM
₹2,003 Cr
₹410 Cr
₹27,443 Cr
₹27,443 Cr
₹27,443 Cr
-
INFO
16.15
4.16
5.11
5.11
5.11
-
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 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 Aug
Top holdings
182 Days Tbill
13.2%
Treps
8.0%
Canara Bank
4.3%
Axis Bank Limited
4.3%
182 Days - T Bill - 19/02/2026
4.3%
Punjab National Bank (18/03/2026)
4.3%
Bank Of Baroda
3.5%
IDFC Bank Limited
3.4%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
2.7%
Can Fin Homes Limited - NCD & Bonds - NCD & Bonds
2.7%
Top industry exposure
Industrials
0.0%
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