Sundaram Low Duration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram Low Duration Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

384 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(%)
1M0.564.18259.36
6M2.867.28280.40
1Y5.278.72309.28
3Y6.567.7146.82

Portfolio Analysis

  • Equity:
  • Debt: 99.64%
  • Others
As on: 2026-07-15
View allocation % by

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 ₹384 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 Name1Y3Y
This FundInvesco India Low Duration Fund - Retail Fund Growth5.119220.0434
This FundMirae Asset Low Duration Fund - Retail Plan Growth7.076420.214
This FundSundaram Low Duration Fund Growth5.26621.0025
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 : 0.56%
  • 6 Months : 2.86%
  • 1 Year : 5.27%
  • 3 Years : 6.56%
Returns of Sundaram Low Duration Fund Growth are updated daily based on NAV of ₹ 3666.6899 as on Jul 28,2026. Since inception, the return has been 21.00%.

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 ₹384 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.