Sundaram Low Duration Fund Direct Plan Growth | Pros & Cons NAV(30.26)

Sundaram Low Duration Fund Direct Plan Growth

Debt: Low Duration

Fund Information

Objective

To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.

Low to Moderate Risk

10 Year Gsec

Benchmark

2013-01-02

Launched On

Open Ended

Type

Min SIP

1000

Min Investment

531

AUM in Crores

0.33

Expense Ratio

--

Exit Load

Sundaram Asset Management Company Limited

Fund House

Dwijendra Srivastava, Siddharth Chaudhary

Fund Managers

Sundaram Low Duration Fund Direct Plan Pros & Cons

Pros

  • Sundaram Low Duration Fund Direct Plan Growth has over performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Lower Expense Ratio
  • 3 years avg returns are higher than benchmark

Cons

  • Sundaram Low Duration Fund Direct Plan Growth is ranking 29th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Sundaram Low Duration Fund Direct Plan Growth 
12.585.566.326.99
10 Year Gsec
8.66-4.21-0.7-2.06-2.04-1.22

Sundaram Low Duration Fund Direct Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Sundaram Low Duration Fund Direct Plan Growth 
6.699.606.768.860
10 Year Gsec
-2.3517.21-24.83-1.7411.17-16.61

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Sundaram Low Duration Fund Direct Plan Growth 
5.426.280.11-0.050.21
10 Year Gsec
-4.968.83-1.097--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-03-24 - 2020-03-31
1.31
2019-06-03 - 2019-06-10
-5.44
Month2020-03-23 - 2020-04-23
1.76
2019-05-31 - 2019-06-30
-5.05
Quarter2020-03-24 - 2020-07-24
4.19
2019-05-29 - 2019-09-29
-7.1
Year2013-07-24 - 2014-07-24
10.84
2019-03-25 - 2020-03-25
-3.49

Portfolio

Stock NameSector% of Total Holdings
ICICI Bank Ltd.Financials9.02
HDFC Bank Ltd.Financials8.29
Reliance Industries Ltd.Energy4.88
Mindtree Ltd.Technology4.7
Housing Development Finance Corporation Ltd.Financials4.11
Happiest Minds Technologies Ltd.Technology3.82
Affle (India) Ltd.Media and Communications3.48
Bajaj Finserv Ltd.Financials3.15
Axis Bank Ltd.Financials3
Bharti Airtel Ltd.Media and Communications2.77
Container Corporation Of India Ltd.Logistics2.75
Westlife Development Ltd.Financials2.65
Indraprastha Gas Ltd.Energy2.51
Quess Corp Ltd.Miscellaneous2.47
Home First Finance Company India Ltd.Financials2.12
Angel Broking Ltd.Financials1.98
KPIT Technologies Ltd.Technology1.91
Phoenix Mills Ltd.Construction1.82
Burger King India Ltd.Travel1.8
Indian Railway Catering & Tourism Corporation Ltd.Travel1.73
Indiamart Intermesh Ltd.Retail and Other Services1.46
Transport Corporation Of India Ltd.Logistics1.44
Metropolis Healthcare Ltd.Healthcare1.39
HDFC Life Insurance Co Ltd.Financials1.29
Trent Ltd.Retail and Other Services1.28
Easy Trip Planners Ltd.Travel1.22
SIS Ltd.Miscellaneous1.17
Page Industries Ltd.Textile1.16
Thyrocare Technologies Ltd.Healthcare1.13
Apollo Hospitals Enterprise Ltd.Healthcare1.11
Mahindra Logistics Ltd.Logistics1.1
ICICI Lombard General Insurance Co Ltd.Financials1.05
Bajaj Finance Ltd.Financials1.01
Lemon Tree Hotels Ltd.Travel0.99
Titan Company Ltd.Retail and Other Services0.91
Mahindra Holidays & Resorts India Ltd.Travel0.88
Kotak Mahindra Bank Ltd.Financials0.86
UTI Asset Management Company Ltd.Financials0.86
Inox Leisure Ltd.Media and Communications0.85
Multi Commodity Exchange Of India Ltd.Financials0.82
Healthcare Global Enterprises Ltd.Miscellaneous0.81
SBI Life Insurance Company Ltd.Financials0.74
Computer Age Management Services Ltd.Technology0.69
Info Edge (India) Ltd.Technology0.65
Oriental Hotels Ltd.Travel0.64
Tata Elxsi Ltd.Technology0.61
Avenue Supermarts Ltd.Retail and Other Services0.47
4.60% National Bank Agr. Rur. Devp 29/07/2024Debenture5.66
7.60% Nat. Highways Authority 18/03/2022Bonds4.79
Reliance Industries 91-D 17/11/2021Commercial Paper4.69
Tata Power Solar Systems 91-D 23/11/2021Commercial Paper4.68
JM Financial Products 91-D 05/10/2021Commercial Paper3.76
6.75% Piramal Capital & Housing Finance 26/09/2031Debenture3.51
6.75% Power Finance Corporation 22/05/2023Debenture2.91
8.05% HDFC 20/06/2022Debenture2.9
8.18% Power Finance Corporation 19/03/2022Debenture2.88
Axis Bank 28/01/2022Certificate of Deposit2.79
Julius Baer Capital 120-D 12/01/2022Commercial Paper2.79
Axis Bank 28/04/2022Certificate of Deposit2.76
8.45% Sikka Ports and Terminals 2023Debenture1.99
7.32% GOI 28/01/2024GOI Securities1.99
9.10% Export-Import Bank 15/06/2022Bonds1.95
7.21% HDFC 30/12/2022Debenture1.94
5.90% LIC Housing Fin. 2023Zero Coupon Bonds1.91
Astec Lifesciences 91-D 25/10/2021Commercial Paper1.88
IGH Holdings 91-D 09/12/2021Commercial Paper1.87
IIFL Wealth Prime 161-D 25/02/2022Commercial Paper1.85
LIC Housing Fin. 353-D 07/07/2022Commercial Paper1.82
7.62% Housing & Urban Development Corporation 15/07/2022Debenture0.97
8.35% REC 13/03/2022Debenture0.96
6.17% LIC Housing Fin. 2026Debenture0.94
OthersFixed Deposits1.45
4.60% National Bank Agr. Rur. Devp 29/07/2024Debenture6.12
7.60% Nat. Highways Authority 18/03/2022Bonds5.16
Reliance Industries 91-D 17/11/2021Commercial Paper5.09
Tata Power Solar Systems 91-D 23/11/2021Commercial Paper5.08
IIFL Wealth Management 67-D 20/12/2021Commercial Paper4.05
Aditya Birla Money 90-D 27/01/2022Commercial Paper4.03
6.75% Piramal Capital & Housing Finance 26/09/2031Debenture3.85
6.75% Power Finance Corporation 22/05/2023Debenture3.14
8.05% HDFC 20/06/2022Debenture3.13
8.18% Power Finance Corporation 19/03/2022Debenture3.1
Axis Bank 28/01/2022Certificate of Deposit3.03
Julius Baer Capital 120-D 12/01/2022Commercial Paper3.03
Axis Bank 28/04/2022Certificate of Deposit3
8.45% Sikka Ports and Terminals 2023Debenture2.15
9.10% Export-Import Bank 15/06/2022Bonds2.1
7.21% HDFC 30/12/2022Debenture2.09
5.90% LIC Housing Fin. 2023Zero Coupon Bonds2.06
IGH Holdings 91-D 09/12/2021Commercial Paper2.03
IIFL Wealth Prime 161-D 25/02/2022Commercial Paper2
LIC Housing Fin. 353-D 07/07/2022Commercial Paper1.98
7.32% GOI 28/01/2024GOI Securities1.07
7.62% Housing & Urban Development Corporation 15/07/2022Debenture1.04
8.35% REC 13/03/2022Debenture1.03
IIFL Wealth Prime 8-D 10/11/2021Commercial Paper1.02

AUM Yearly

YearScheme Total AumCategory Total Aum
2021386.440.00
2020432.540.00
2019468.3191348.79

Sundaram Low Duration Fund Direct Plan Details

Sundaram Low Duration Fund Direct Plan Growth is a mutual fund scheme launched by Sundaram Asset Management Company Limited.This fund has been launched on 2013-01-02. Sundaram Low Duration Fund Direct Plan Growth currently has 531 crores of assets under management (AUM) and has an expense ratio of 0.33 which is lower than what most other Large Cap funds charge.


Sundaram Low Duration Fund Direct Plan Growth has given returns of 12.58% in the last 1 year and 5.56% in the last 3 years. And since launch the fund has given 8.59% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.1000.

The top holdings of the fund are ICICI Bank Ltd. , HDFC Bank Ltd. , Reliance Industries Ltd. , Mindtree Ltd. , Housing Development Finance Corporation Ltd.

Frquently Asked Questions

1. What is the NAV of Sundaram Low Duration Fund Direct Plan ?

The current Net Asset Value (NAV) of the Sundaram Low Duration Fund Direct Plan is 30.26

2. Sundaram Low Duration Fund Direct Plan Rolling Returns

The 3 year rolling returns of the Sundaram Low Duration Fund Direct Plan :

  • Mean : 6.69%
  • Max : 9.6%
  • Min : 0%

3. How do I invest in Sundaram Low Duration Fund Direct Plan ?

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Sundaram Low Duration Fund Direct Plan Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.