Sundaram Asset Management Company Limited

Sundaram Low Duration Fund - Growth Option

Fixed IncomeLow Duration Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return4.5%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio1.28%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees376.9
  • NAVRupees2936.6

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Primary Investment Objective Of The Floating Rate Fund Will Be 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 Fixed Rate Instruments And Money Market Instruments.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

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Top Holdings

  • Companies %
  • TREPS 11.2
  • Small Industries Development Bank of India - 10/03/2023** 6.5
  • Bank of Baroda - 05/05/2023** 6.4
  • HDFC Bank Ltd - 14/08/2023** 6.3
  • Axis Bank Ltd - 01/12/2023 6.2
  • Standard Chartered Capital Ltd - 24/01/2023** 5.2
  • The Federal Bank Ltd - 17/08/2023** 5
  • Sikka Ports and Terminals Ltd - 7.2% - 16/06/2023** 3.9
  • L & T Metro Rail (Hyderabad) Limited - 24/02/2023** 3.9
  • Piramal Capital & Housing Finance Ltd - 6.75% - 26/09/2031** 3.6
  • Tata Power Company Ltd - 8.84% - 21/02/2023** 2.6
  • Sectors %
  • Banks44.1
  • Finance25.9
  • Cash/Deposits/Margins/Treps/Repo/Swaps12.1
  • Logistics3.9
  • Infrastructure3.9

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