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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)

₹463 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 ₹3585.5035 NAV as of Mar 23,2026 and returns since inception of 21.37%. Minimum investments start at SIP ₹1000. The Sundaram Low Duration Fund Growth AUM is ₹463 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 0.20% returns, against a category average of -1.59% and a category best of 259.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.20-1.59259.36
6M2.290.72280.40
1Y6.125.10309.28
3Y6.6715.6446.82

Portfolio Analysis

  • Equity:
  • Debt: 99.71%
  • Others
As on: 2026-02-28
View allocation % by

1. Bank of Baroda - 15/12/20267.06%
2. TREPS6.53%
3. Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/20265.29%
4. HDFC Bank Ltd - 24/02/20274.98%
5. Export Import Bank of India - 01/03/20274.98%
6. Bharti Telecom Ltd - 8.65% - 05/11/20274.33%
7. Indian Bank - 05/06/20264.18%
8. Punjab National Bank - 05/02/20274.00%
9. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20283.22%
10. Shriram Finance Ltd - 9.2% - 22/05/20263.20%
11. REC LTD - 7.56% - 30/06/20263.19%
12. REC LTD - 6.52% - 31/01/20283.17%
13. Muthoot Finance Ltd - 8.4% - 28/08/20282.15%
14. PNB Housing Finance Ltd - 8.15% - 29/07/20272.15%
15. Small Industries Development Bank of India - 7.68% - 10/08/20272.15%
16. Small Industries Development Bank of India - 7.22% - 10/04/20292.13%
17. JM Financial Products Ltd - 8.92% - 16/11/20262.13%
18. Small Industries Development Bank of India - 7.43% - 31/08/20262.13%
19. IIFL Finance Ltd - 20/05/20262.09%
20. IIFL Finance Ltd - 26/05/20262.08%
21. Bank of Baroda - 25/11/20262.02%
22. Small Industries Development Bank of India - 28/01/20272.00%
23. Can Fin Homes Ltd - 8.09% - 04/01/20271.93%
24. Can Fin Homes Ltd - 8.45% - 27/05/20261.92%
25. Godrej Industries Ltd - 8.36% - 28/08/20261.92%
26. Cash and Other Net Current Assets1.54%
27. Export Import Bank of India - 7.35% - 27/07/20281.07%
28. National Bank for Agriculture & Rural Development - 7.53% - 24/03/20281.07%
29. REC LTD - 7.56% - 31/08/20271.07%
30. National Bank for Agriculture & Rural Development - 7.8% - 15/03/20271.07%
31. Small Industries Development Bank of India - 7.34% - 26/02/20291.07%
32. LIC Housing Finance Ltd - 6.9% - 17/09/20271.06%
33. Export Import Bank of India - 20/03/20261.06%
34. Union Bank of India - 25/06/20261.04%
35. 360 ONE WAM Ltd (Prev IIFL Wealth Management Lt- 21/01/20270.99%
36. Muthoot Finance Ltd - 8.65% - 31/01/20280.76%
37. 360 One Prime Ltd - 8.95% - 04/06/20270.64%

1. 91 Days - T Bill - 28/05/20265.26%

1. 7.00% Tamil Nadu State Government Securities - 12/03/20291.08%

About Fund

Sundaram Low Duration Fund Growth managed by Sundaram Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹463 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.

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 Growth22065.01 CR0.65
This FundSundaram Low Duration Fund Growth2462.52 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 Growth5.94920.4435
This FundSundaram Low Duration Fund Growth6.121621.3728
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 : 0.20%
  • 6 Months : 2.29%
  • 1 Year : 6.12%
  • 3 Years : 6.67%
Returns of Sundaram Low Duration Fund Growth are updated daily based on NAV of ₹ 3585.5035 as on Mar 23,2026. Since inception, the return has been 21.37%.

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 ₹463 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