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Sundaram Low Duration Fund Growth Return

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  • 6M
  • 1Y
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  • 5Y
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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)

₹364 Cr

Lock In Period

N/A

Expense Ratio

1.14

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

Summary

Sundaram Low Duration Fund Growth NAV is ₹3610.9757 as of 29 May, 2026. Sundaram Low Duration Fund Growth has delivered 20.43% returns since its launch. The minimum SIP investment amount in Sundaram Low Duration Fund Growth is ₹1000. The AUM of Sundaram Low Duration Fund Growth is ₹364 Cr. The expense ratio of the fund is 1.14%, and its benchmark is NIFTY Low Duration Debt Index A-I. The current exit load of the fund is Nil. In the last 1M months, Sundaram Low Duration Fund Growth has delivered -0.01% returns.

Sundaram Low Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.010.10259.36
6M1.801.51280.40
1Y4.764.64309.28
3Y6.3914.2446.82

Portfolio Analysis

  • Equity:
  • Debt: 99.62%
  • Others
As on: 2026-05-15
View allocation % by

1. TREPS12.21%
2. Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/20266.83%
3. Export Import Bank of India - 01/03/20276.48%
4. Bharti Telecom Ltd - 8.65% - 05/11/20275.52%
5. Embassy Office Parks REIT - 12/03/20275.16%
6. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20284.09%
7. REC LTD - 6.52% - 31/01/20284.05%
8. Muthoot Finance Ltd - 12/03/20273.86%
9. IIFL Finance Ltd - 20/05/20262.74%
10. IIFL Finance Ltd - 26/05/20262.74%
11. PNB Housing Finance Ltd - 8.15% - 29/07/20272.74%
12. Small Industries Development Bank of India - 7.68% - 10/08/20272.74%
13. JM Financial Products Ltd - 8.92% - 16/11/20262.74%
14. Small Industries Development Bank of India - 7.43% - 31/08/20262.74%
15. Muthoot Finance Ltd - 8.4% - 28/08/20282.74%
16. Small Industries Development Bank of India - 7.22% - 10/04/20292.70%
17. IndusInd Bank Ltd - 14/12/20262.63%
18. Small Industries Development Bank of India - 28/01/20272.61%
19. Can Fin Homes Ltd - 8.09% - 04/01/20272.47%
20. Can Fin Homes Ltd - 8.45% - 27/05/20262.47%
21. Godrej Industries Ltd - 8.36% - 28/08/20262.47%
22. Cash and Other Net Current Assets1.62%
23. REC LTD - 7.56% - 31/08/20271.37%
24. Export Import Bank of India - 7.35% - 27/07/20281.37%
25. National Bank for Agriculture & Rural Development - 7.53% - 24/03/20281.37%
26. National Bank for Agriculture & Rural Development - 7.8% - 15/03/20271.37%
27. LIC Housing Finance Ltd - 6.9% - 17/09/20271.36%
28. National Bank for Agriculture & Rural Development - 7.01% - 16/03/20291.35%
29. Canara Bank - 15/09/20261.34%
30. 360 ONE WAM Ltd (Prev IIFL Wealth Management Lt- 21/01/20271.30%
31. National Bank for Agriculture & Rural Development - 18/03/20271.29%
32. Muthoot Finance Ltd - 8.65% - 31/01/20280.96%
33. 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 ₹364 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 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
Invesco India Low Duration Fund - Retail Fund Growth01697.14 CR0.74
Mirae Asset Low Duration Fund - Retail Plan Growth0605.08 CR0.84
Sundaram Low Duration Fund Growth0364.44 CR1.14
Franklin India Low DurationFund Growth051.1 CR0.71
Fund Name1Y3Y
This FundInvesco India Low Duration Fund - Retail Fund Growth4.674219.5196
This FundMirae Asset Low Duration Fund - Retail Plan Growth7.076420.214
This FundSundaram Low Duration Fund Growth4.758420.4315
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 : -0.01%
  • 6 Months : 1.80%
  • 1 Year : 4.76%
  • 3 Years : 6.39%
Returns of Sundaram Low Duration Fund Growth are updated daily based on NAV of ₹ 3610.9757 as on May 27,2026. Since inception, the return has been 20.43%.

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 ₹364 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.