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Sundaram Low Duration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Low Duration Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹367 Cr

Lock In Period

N/A

Expense Ratio

1.14

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

Sundaram Low Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.910.81259.36
6M2.672.15280.40
1Y5.315.20309.28
3Y6.6014.4746.82

Portfolio Analysis

  • Equity:
  • Debt: 99.62%
  • Others
As on: 2026-06-15
View allocation % by

1. TREPS9.68%
2. Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/20266.78%
3. HDFC Bank Ltd - 11/09/20266.69%
4. Bank of Baroda - 05/02/20276.50%
5. Export Import Bank of India - 01/03/20276.47%
6. 91 Days - T Bill - 28/08/20265.39%
7. Embassy Office Parks REIT - 12/03/20275.15%
8. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20284.09%
9. REC LTD - 6.52% - 31/01/20284.04%
10. Bharti Telecom Ltd - 8.65% - 05/11/20272.74%
11. PNB Housing Finance Ltd - 8.15% - 29/07/20272.73%
12. Small Industries Development Bank of India - 7.68% - 10/08/20272.72%
13. Muthoot Finance Ltd - 8.4% - 28/08/20282.72%
14. Union Bank of India - 11/09/20262.68%
15. IndusInd Bank Ltd - 14/12/20262.62%
16. Small Industries Development Bank of India - 28/01/20272.60%
17. Indian Bank - 05/02/20272.60%
18. Muthoot Finance Ltd - 12/03/20272.57%
19. Can Fin Homes Ltd - 8.09% - 04/01/20272.45%
20. Godrej Industries Ltd - 8.36% - 28/08/20262.45%
21. JM Financial Products Ltd - 8.92% - 16/11/20261.81%
22. Cash and Other Net Current Assets1.55%
23. Export Import Bank of India - 7.35% - 27/07/20281.37%
24. REC LTD - 7.56% - 31/08/20271.36%
25. National Bank for Agriculture & Rural Development - 7.53% - 24/03/20281.36%
26. National Bank for Agriculture & Rural Development - 7.8% - 15/03/20271.36%
27. National Bank for Agriculture & Rural Development - 7.01% - 16/03/20291.35%
28. Canara Bank - 15/09/20261.34%
29. 360 ONE WAM Ltd (Prev IIFL Wealth Management Lt- 21/01/20271.30%
30. Muthoot Finance Ltd - 8.65% - 31/01/20280.96%
31. 360 One Prime Ltd - 8.95% - 04/06/20270.82%

1. 7.00% Tamil Nadu State Government Securities - 12/03/20291.37%

About Fund Sundaram Low Duration Fund Growth

Sundaram Low Duration Fund Growth managed by Sundaram Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹367 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 1.14. Under the expert guidance of Kumaresh Ramakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Invesco India Low Duration Fund - Retail Fund Growth01829.58 CR0.67
Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth010666.56 CR1.09
Sundaram Low Duration Fund Growth0367.45 CR1.14
Franklin India Low DurationFund Growth051.1 CR0.72
Fund Name1Y3Y
This FundInvesco India Low Duration Fund - Retail Fund Growth5.289720.3146
This FundAditya Birla Sun Life Low Duration Fund - Institutional Plan Growth5.386721.1134
This FundSundaram Low Duration Fund Growth5.31121.1441
This FundFranklin India Low DurationFund Growth37.141246.82

Sundaram Low Duration Fund Growth FAQs

Sundaram Low Duration Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Low Duration Fund Growth is 1.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Low Duration Fund Growth’s fund performance is as follows:
  • 1 Month : 0.91%
  • 6 Months : 2.67%
  • 1 Year : 5.31%
  • 3 Years : 6.60%
Returns of Sundaram Low Duration Fund Growth are updated daily based on NAV of ₹ 3655.1409 as on Jul 07,2026. Since inception, the return has been 21.14%.

You can invest in Sundaram Low Duration Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Low Duration Fund Growth is ₹367 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Low Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.