Sundaram Low Duration Fund - Direct (IDCW-M)


Low Duration Fund
  • NAV 1097.51 (0.06%)
  • Fund Size (Cr) ₹398.37
  • Expense Ratio 0.33
  • Scheme Type Active Fund
  • Value Research Stars
  • Minimum investment ₹1000
  • Minimum Additional Investment ₹1000
  • Minimum SIP Investment ₹2000
  • Minimum Withdrawal ₹500
  • Exit Load 0%
  • Return Since Launch 5.40%

Basic Details

Scheme Manager
Dwijendra Srivastava
Bench Mark
NIFTY Low Duration Debt Index B-I
Type
OPEN

Lumpsum Returns

  • Period Invested For
  • ₹10000 Invested on
  • Latest Value
  • Absolute Returns
  • Annualised Returns
  • Category Avg
  • Rank within Category
  • 1 Week
  • 16-Feb-24
  • 10017.18
  • 0.17%
  • -
  • 0.16%
  • 66/225
  • 1 Month
  • 23-Jan-24
  • 10062.40
  • 0.62%
  • -
  • 0.63%
  • 108/225
  • 3 Month
  • 23-Nov-23
  • 10183.13
  • 1.83%
  • -
  • 1.81%
  • 95/225
  • 6 Month
  • 23-Aug-23
  • 10354.45
  • 3.54%
  • -
  • 3.44%
  • 65/225
  • 1 Year
  • 23-Feb-23
  • 10743.02
  • 7.43%
  • 7.43%
  • 7.19%
  • 83/225
  • 3 Year
  • 23-Feb-21
  • 11725.69
  • 17.26%
  • 5.45%
  • 5.44%
  • 81/220
  • 5 Year
  • 22-Feb-19
  • 11002.37
  • 10.02%
  • 1.93%
  • 5.59%
  • 216/220
  • Since Inception
  • 02-Jan-13
  • 17982.67
  • 79.83%
  • 5.40%
  • 6.95%
  • 208/225

SIP Returns

  • Period Invested For
  • ₹10000 Invested on
  • Investments
  • Latest Value
  • Absolute Returns
  • Annualised Returns
  • 1 Year
  • 01-Mar-23
  • 120000
  • 222201.76
  • 85.17%
  • 85.17%
  • 3 Year
  • 01-Mar-21
  • 360000
  • 670408.49
  • 86.22%
  • 23.03%
  • 5 Year
  • 01-Mar-19
  • 600000
  • 1144603.80
  • 90.77%
  • 13.79%
  • 10 Year
  • 03-Mar-14
  • 1200000
  • 2211216.76
  • 84.27%
  • 6.30%

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

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Risk Ratios

  • Standard Deviation
    0.17%
  • Beta
    0.00%
  • Sharpe Ratio
    -2.76%
  • Treynor’s Ratio
    2.52%
  • Jension’s Alpha
    -1.62%

Asset Allocation

There is no Asset Allocation data.

Sector Allocation

There is no Sector Allocation data.

Top 10 stock holding in portfolio

  • Stock Invested in
  • % of Total Holdings
  • Quantity
  • Value (Cr)
  • Asset Type
  • Segment
  • Power Fin.Corpn.
  • 6.24%
  • 250
  • 24.79
  • Corporate Debts
  • Debt Others
  • Bharti Telecom
  • 4.28%
  • 1700
  • 17.01
  • Corporate Debts
  • Debt Others
  • Natl. Hous. Bank
  • 2.52%
  • 1000
  • 10.00
  • Corporate Debts
  • Debt Others
  • LIC Housing Fin.
  • 2.51%
  • 100
  • 9.95
  • Corporate Debts
  • Debt Others
  • I R F C
  • 2.50%
  • 1000
  • 9.94
  • Corporate Debts
  • Debt Others
  • N A B A R D
  • 2.50%
  • 100
  • 9.92
  • Corporate Debts
  • Debt Others
  • LIC Housing Fin.
  • 2.46%
  • 100
  • 9.77
  • Corporate Debts
  • Debt Others
  • REC Ltd
  • 1.26%
  • 500
  • 5.00
  • Corporate Debts
  • Debt Others
  • ICICI Home Fin
  • 1.26%
  • 500
  • 4.99
  • Corporate Debts
  • Debt Others
  • Embassy Off.REIT
  • 1.26%
  • 500
  • 4.99
  • Corporate Debts
  • Debt Others

Peer Comparison

  • Scheme Name
  • Value Research
  • Asset Size (Cr)
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • Sundaram Low Duration Fund - Direct (IDCW-M)
  • Stars
  • 398.37
  • 0.62%
  • 1.83%
  • 3.54%
  • 7.43%
  • 5.45%
  • Mirae Asset Low Duration Fund - Direct (IDCW-Q)
  • Stars
  • 527.21
  • 0.63%
  • 1.88%
  • 3.58%
  • 8.78%
  • 5.87%
  • Mahindra Manulife Low Duration Fund - Dir (IDCW-W)
  • Stars
  • 499.22
  • 1.60%
  • 2.74%
  • 4.49%
  • 8.59%
  • 5.95%
  • Invesco India Low Duration Fund-Dir (IDCW-D)
  • Stars
  • 1170.45
  • 0.63%
  • 1.81%
  • 3.52%
  • 8.55%
  • 5.77%
  • Nippon India Low Duration Fund - Direct (IDCW-W)
  • Stars
  • 5746.85
  • 0.67%
  • 1.91%
  • 4.47%
  • 8.51%
  • 6.36%
  • Aditya Birla SL Low Duration Fund-Dir (IDCW-W)
  • Stars
  • 12877.42
  • 0.19%
  • 1.44%
  • 3.65%
  • 8.42%
  • 6.15%

News

  • Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes Sundaram Mutual Fund has announced 16 February 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250

    Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350

    Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.080

    Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.095

    Powered by Capital Market - Live News

  • Sundaram Fund Announces Change in Designation of Key Personnel Sundaram Mutual Fund has announced that Mr. Anand Radhakrishnan, is designated as key personnel at Sundaram Asset Management Pvt. Ltd, with effect from 12 February 2024.

    Details of Mr. Anand Radhakrishnan

    Age: 54 years

    Designation: Chief Executive Officer (CEO)

    Qualification: Chartered Financial Analyst (CFA) from AIMR, USA, with a bachelor?s degree in technology from Anna University, Chennai, and Post Graduate Diploma in Management (IIMA).

    Powered by Capital Market - Live News

  • Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes Sundaram Mutual Fund has announced 17 January 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250

    Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350

    Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.080

    Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.095

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

  • Date of Incorporation 01-Jan-2013
  • Total AUM (Cr) ₹397.13

Sundaram Low Duration Fund - Direct (IDCW-M) is an Low Duration Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in Jan 2013, this fund is managed by Dwijendra Srivastava. With assets under management (AUM) worth ₹397.13 (Cr), as of 26-Feb-2024, Sundaram Low Duration Fund - Direct (IDCW-M) is categorized as a Low Duration Fund within its segment. The fund has generated a return of 5.40% since its launch.
The current NAV of Sundaram Low Duration Fund - Direct (IDCW-M) is ₹1097.51, as on 26-Feb-2024. The fund’s benchmark index is NIFTY Low Duration Debt Index B-I. You can invest in Sundaram Low Duration Fund - Direct (IDCW-M) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹2000 while the minimum lumpsum investment is ₹1000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Exit load is not applicable
The fund has generated 5.45% and 1.93% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments , 98.51% in Debt and 1.49% in cash and cash equivalents

FAQs on Sundaram Low Duration Fund - Direct (IDCW-M)

Sundaram Low Duration Fund - Direct (IDCW-M) is a popular fund in the Low Duration Fund segment. The fund has generated a return of 5.40% since inception. Looking to invest in Sundaram Low Duration Fund - Direct (IDCW-M)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Low Duration Fund - Direct (IDCW-M) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Sundaram Low Duration Fund - Direct (IDCW-M)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Low Duration Fund - Direct (IDCW-M) today and reap the benefits of this Low Duration Fund fund!

In the short term, i.e., 1 year, Sundaram Low Duration Fund - Direct (IDCW-M) has generated annualised return of 7.43%. In the long-term, the fund has generated 5.45% and 1.93% in 3 and 5 years respectively. Since its inception, the fund has generated 5.40% returns.

The expense ratio of Sundaram Low Duration Fund - Direct (IDCW-M) Direct Growth is 0.33%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

The Assets Under Management (AUM) of Sundaram Low Duration Fund - Direct (IDCW-M) is ₹397.13 (Cr) as of 26 February 2024. AUM shows the fund’s popularity and is often indicative of fund strength.

Redeeming or selling units of Sundaram Low Duration Fund - Direct (IDCW-M) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Low Duration Fund - Direct (IDCW-M):

  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Sundaram Low Duration Fund - Direct (IDCW-M)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

Yes, you can invest both lumpsum and SIP in Sundaram Low Duration Fund - Direct (IDCW-M). Minimum lumpsum investment Sundaram Low Duration Fund - Direct (IDCW-M) is ₹1000 and minimum SIP amount is ₹2000. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

The latest NAV (Net Asset Value) of Sundaram Low Duration Fund - Direct (IDCW-M) is ₹1097.51 as on 26 February 2024.

The 5 biggest stock holdings of Sundaram Low Duration Fund - Direct (IDCW-M) are:
Power Fin.Corpn. (6.24%), Bharti Telecom (4.28%), Natl. Hous. Bank (2.52%), LIC Housing Fin. (2.51%), I R F C (2.50%)

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