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Sundaram Low Duration Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
13.42% ↑
NAV (₹) on 27 Jun 2025
1255.08
1 Day NAV Change
0.01%
Risk Level
Moderate Risk
Rating
-
Sundaram Low Duration Fund - Direct Plan is a Debt mutual fund categorized under STP, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start with a minimum SIP ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 5,000
Fund Age
13 Yrs
AUM
₹ 462.52 Cr.
Benchmark
NIFTY Low Duration Debt Index A-I
Expense Ratio
0.40%
Scheme Type
Open Ended
Exit Load
Nil%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 462.52 Cr
Equity
0.58%
Debt
204.05%
Money Market & Cash
57.04%
Other Assets & Liabilities
138.32%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Debt | 46.18% |
| Certificate of Deposits | 29.59% |
| Commercial Paper | 12.32% |
| Others - Not Mentioned | 5.35% |
| Treps/Reverse Repo | 4.28% |
| Finance & Investments | 1.09% |
| Others | 0.90% |
| Mutual Fund Units | 0.29% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| TREPS | 7.88% | ₹ 37.21 | Others |
| Bank of Baroda - 15/12/2026 | 7.01% | ₹ 33.11 | Others |
| 182 Days - T Bill - 19/02/2026 | 5.29% | ₹ 24.99 | Others - Not Mentioned |
| Punjab National Bank - 09/03/2026 | 5.28% | ₹ 24.92 | Others |
| Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/2026 | 5.27% | ₹ 24.86 | Others |
| Canara Bank - 03/06/2026 | 5.19% | ₹ 24.50 | Others |
| Bharti Telecom Ltd - 8.65% - 05/11/2027 | 4.31% | ₹ 20.35 | Others |
| Indian Bank - 05/06/2026 | 4.15% | ₹ 19.59 | Others |
| Punjab National Bank - 05/02/2027 | 3.97% | ₹ 18.76 | Others |
| National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 | 3.21% | ₹ 15.16 | Others |
| Shriram Finance Ltd - 9.2% - 22/05/2026 | 3.19% | ₹ 15.04 | Others |
| REC LTD - 7.56% - 30/06/2026 | 3.18% | ₹ 15.01 | Others |
| REC LTD - 6.52% - 31/01/2028 | 3.16% | ₹ 14.90 | Others |
| Small Industries Development Bank of India - 7.68% - 10/08/2027 | 2.14% | ₹ 10.09 | Others |
| Muthoot Finance Ltd - 8.4% - 28/08/2028 | 2.14% | ₹ 10.11 | Others |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 2.14% | ₹ 10.09 | Others |
| JM Financial Products Ltd - 8.92% - 16/11/2026 | 2.12% | ₹ 10.01 | Others |
| Small Industries Development Bank of India - 7.43% - 31/08/2026 | 2.12% | ₹ 10 | Others |
| Union Bank of India - 15/05/2026 | 2.08% | ₹ 9.84 | Others |
| Bank of Baroda - 25/11/2026 | 2.01% | ₹ 9.49 | Others |
| Small Industries Development Bank of India - 28/01/2027 | 1.99% | ₹ 9.38 | Others |
| Can Fin Homes Ltd - 8.09% - 04/01/2027 | 1.92% | ₹ 9.06 | Others |
| Godrej Industries Ltd - 8.36% - 28/08/2026 | 1.91% | ₹ 9.02 | Others |
| Can Fin Homes Ltd - 8.45% - 27/05/2026 | 1.91% | ₹ 9.04 | Others |
| Cash and Other Net Current Assets | 1.66% | ₹ 7.82 | Others |
| IIFL Finance Ltd - 20/02/2026 | 1.48% | ₹ 6.99 | Others |
| 7.00% Tamil Nadu State Government Securities - 12/03/2029 | 1.07% | ₹ 5.06 | Finance & Investments |
| Small Industries Development Bank of India - 7.34% - 26/02/2029 | 1.07% | ₹ 5.03 | Others |
| National Bank for Agriculture & Rural Development - 7.7% - 30/09/2027 | 1.07% | ₹ 5.05 | Others |
| National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 | 1.07% | ₹ 5.05 | Others |
| National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027 | 1.07% | ₹ 5.04 | Others |
| REC LTD - 7.56% - 31/08/2027 | 1.07% | ₹ 5.05 | Others |
| Export Import Bank of India - 7.35% - 27/07/2028 | 1.07% | ₹ 5.05 | Others |
| LIC Housing Finance Ltd - 6.9% - 17/09/2027 | 1.06% | ₹ 4.98 | Others |
| Export Import Bank of India - 20/03/2026 | 1.05% | ₹ 4.97 | Others |
| Union Bank of India - 25/06/2026 | 1.03% | ₹ 4.88 | Others |
| 360 ONE WAM Ltd (Prev IIFL Wealth Management Lt- 21/01/2027 | 0.98% | ₹ 4.64 | Others |
| Muthoot Finance Ltd - 8.65% - 31/01/2028 | 0.75% | ₹ 3.55 | Others |
| 360 One Prime Ltd - 8.95% - 04/06/2027 | 0.64% | ₹ 3.01 | Others |
| Corporate Debt Market Development Fund - Class A2 | 0.29% | ₹ 1.35 | Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 3.24% | 4.85% | 4.42% | 4.29% |
| Category returns | 3.57% | 5.99% | 13.26% | 20.90% |
Fund Objective
To generate income consistent with the prudent risk from a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate return, and also ... Read more
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
Top Funds from Debt - Low Duration
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Low Duration Fund - Direct Plan
Liquid
Direct
|
₹100.29 | -0.28% | 0.29% | -0.32% | ₹12,079 | 0.42% |
Low to Moderate
|
|
HDFC Low Duration Fund
Liquid
Regular
|
₹10.17 | -0.49% | 0.27% | 0.05% | ₹23,116 | 1.09% |
Moderate
|
|
HDFC Low Duration Fund
Liquid
Regular
|
₹10.17 | -0.49% | 0.27% | 0.05% | ₹23,116 | 1.09% |
Moderate
|
|
Aditya Birla Sun Life Low Duration Fund - Institutional Plan
Liquid
Regular
|
₹100.26 | -0.31% | 0.26% | -0.29% | ₹12,079 | 1.09% |
Low to Moderate
|
|
Nippon India Low Duration Fund
STP
Regular
|
₹1,017.66 | 0.10% | 0.24% | 0.13% | ₹8,878 | 0.99% |
Low to Moderate
|
|
Nippon India Low Duration Fund
STP
Regular
|
₹1,017.66 | 0.10% | 0.24% | 0.13% | ₹8,878 | 0.99% |
Low to Moderate
|
|
HSBC Low Duration Fund - Direct Plan
STI
Direct
|
₹31.64 | 8.10% | 26.06% | 38.28% | ₹1,038 | 0.26% |
Low to Moderate
|
|
ICICI Prudential Savings Fund - Direct Plan
STP
Direct
|
₹577.23 | 7.03% | 24.94% | 37.46% | ₹26,949 | 0.42% |
Moderate
|
|
HDFC Low Duration Fund - Direct Plan
Liquid
Direct
|
₹65.52 | 7.00% | 24.91% | 37.71% | ₹23,116 | 0.46% |
Moderate
|
|
Kotak Low Duration Fund - Direct Plan
STP
Direct
|
₹3,816.81 | 7.08% | 24.84% | 37.65% | ₹15,790 | 0.42% |
Low to Moderate
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Equity Savings Fund (Growth Accum)
Hybrid
Regular
|
₹67.66 | 0.27% | 32.98% | 53.74% | ₹1,182 | 2.51% |
Moderate
|
|
Sundaram Large Cap Fund
Diversified
Regular
|
₹18.97 | -5.46% | 31.80% | 53.54% | ₹3,245 | 1.92% |
Very High
|
|
Sundaram Small Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹33.19 | -4.61% | 31.38% | 47.53% | ₹3,306 | 0.83% |
Very High
|
|
Sundaram Small Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹33.19 | -4.61% | 31.38% | 47.53% | ₹3,306 | 0.83% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.30 | -8.52% | 29.03% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.30 | -8.52% | 29.03% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Services Fund - Direct Plan
Sector
Direct
|
₹21.70 | -6.06% | 27.54% | 50.64% | ₹4,614 | 0.68% |
Very High
|
|
Sundaram Services Fund - Direct Plan
Sector
Direct
|
₹21.70 | -6.06% | 27.54% | 50.64% | ₹4,614 | 0.68% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹32.62 | -2.53% | 27.45% | 41.10% | ₹1,695 | 2.06% |
Moderately High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹28.95 | -5.68% | 27.07% | 37.93% | ₹3,306 | 1.94% |
Very High
|
FAQs
What is the current NAV of Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly?
The current Net Asset Value (NAV) of Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly is ₹1,255.08 as of 27 Jun 2025. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly?
The Assets Under Management (AUM) of Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly is ₹462.52 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly?
Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly has delivered returns of 4.85% (1 Year), 4.29% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly?
Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly has a risk rating of 'Moderate' as per the SEBI Riskometer. This indicates the fund is suitable for investors with balanced risk appetite. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly?
The minimum lumpsum investment required for Sundaram Low Duration Fund - Direct Plan IDCW-Quarterly is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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