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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹436 Cr

Lock In Period

N/A

Expense Ratio

1.21

Benchmark

NIFTY Low Duration Debt Index A-I

Exit Load

Nil

Summary

Latest details for Sundaram Low Duration Fund Growth include a ₹3610.0985 NAV as of Apr 17,2026 and returns since inception of 21.32%. Minimum investments start at SIP ₹1000. The Sundaram Low Duration Fund Growth AUM is ₹436 Cr, with a lock-in of N/A years, expense ratio of 1.21%, and benchmark NIFTY Low Duration Debt Index A-I. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.70% returns, against a category average of 0.79% and a category best of 259.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.700.79259.36
6M2.411.95280.40
1Y5.706.05309.28
3Y6.6613.3246.82

Portfolio Analysis

  • Equity:
  • Debt: 98.99%
  • Others
As on: 2026-03-31
View allocation % by

1. Bank of Baroda - 15/12/20267.64%
2. Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/20265.70%
3. HDFC Bank Ltd - 24/02/20275.38%
4. Export Import Bank of India - 01/03/20275.38%
5. Bharti Telecom Ltd - 8.65% - 05/11/20274.63%
6. Punjab National Bank - 05/02/20274.32%
7. Embassy Office Parks REIT - 12/03/20274.29%
8. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20283.44%
9. REC LTD - 6.52% - 31/01/20283.39%
10. Muthoot Finance Ltd - 12/03/20273.21%
11. PNB Housing Finance Ltd - 8.15% - 29/07/20272.30%
12. Small Industries Development Bank of India - 7.68% - 10/08/20272.30%
13. Muthoot Finance Ltd - 8.4% - 28/08/20282.30%
14. JM Financial Products Ltd - 8.92% - 16/11/20262.30%
15. Small Industries Development Bank of India - 7.43% - 31/08/20262.29%
16. Small Industries Development Bank of India - 7.22% - 10/04/20292.28%
17. IIFL Finance Ltd - 20/05/20262.27%
18. IIFL Finance Ltd - 26/05/20262.26%
19. IndusInd Bank Ltd - 14/12/20262.18%
20. Small Industries Development Bank of India - 28/01/20272.17%
21. Bank of Baroda - 08/03/20272.15%
22. Can Fin Homes Ltd - 8.09% - 04/01/20272.07%
23. Can Fin Homes Ltd - 8.45% - 27/05/20262.07%
24. Godrej Industries Ltd - 8.36% - 28/08/20262.07%
25. TREPS1.83%
26. National Bank for Agriculture & Rural Development - 7.53% - 24/03/20281.15%
27. Export Import Bank of India - 7.35% - 27/07/20281.15%
28. National Bank for Agriculture & Rural Development - 7.8% - 15/03/20271.15%
29. REC LTD - 7.56% - 31/08/20271.15%
30. LIC Housing Finance Ltd - 6.9% - 17/09/20271.14%
31. National Bank for Agriculture & Rural Development - 7.01% - 16/03/20291.13%
32. Canara Bank - 15/09/20261.11%
33. 360 ONE WAM Ltd (Prev IIFL Wealth Management Lt- 21/01/20271.07%
34. National Bank for Agriculture & Rural Development - 18/03/20271.07%
35. Muthoot Finance Ltd - 8.65% - 31/01/20280.81%
36. 360 One Prime Ltd - 8.95% - 04/06/20270.69%
37. Corporate Debt Market Development Fund - Class A20.31%

1. 91 Days - T Bill - 28/05/20265.69%

1. 7.00% Tamil Nadu State Government Securities - 12/03/20291.15%

About Fund

Sundaram Low Duration Fund Growth managed by Sundaram Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹436 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 1.21. Under the expert guidance of Dwijendra Srivastava ,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

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMirae Asset Low Duration Fund - Retail Plan Growth0605.08 CR0.84
This FundInvesco India Low Duration Fund - Retail Fund Growth01659.42 CR0.65
This FundSundaram Low Duration Fund Growth0435.74 CR1.21
This FundFranklin India Low DurationFund Growth051.1 CR0.74
Fund Name1Y3Y
This FundMirae Asset Low Duration Fund - Retail Plan Growth7.076420.214
This FundInvesco India Low Duration Fund - Retail Fund Growth5.589120.4191
This FundSundaram Low Duration Fund Growth5.721.3234
This FundFranklin India Low DurationFund Growth37.141246.82

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 1.21. 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 : 0.70%
  • 6 Months : 2.41%
  • 1 Year : 5.70%
  • 3 Years : 6.66%
Returns of Sundaram Low Duration Fund Growth are updated daily based on NAV of ₹ 3610.0985 as on Apr 17,2026. Since inception, the return has been 21.32%.

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 ₹436 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.
Min Inv Amount: ₹500