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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)

₹472 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 ₹3586.4962 NAV as of Mar 02,2026 and returns since inception of 21.75%. Minimum investments start at SIP ₹1000. The Sundaram Low Duration Fund Growth AUM is ₹472 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 0.55% returns, against a category average of 0.40% and a category best of 259.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.550.40259.36
6M2.502.89280.40
1Y6.477.29309.28
3Y6.7814.4046.82

Portfolio Analysis

  • Equity:
  • Debt: 98.34%
  • Others
As on: 2026-02-15
View allocation % by

1. TREPS7.88%
2. Bank of Baroda - 15/12/20267.01%
3. Punjab National Bank - 09/03/20265.28%
4. Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/20265.27%
5. Canara Bank - 03/06/20265.19%
6. Bharti Telecom Ltd - 8.65% - 05/11/20274.31%
7. Indian Bank - 05/06/20264.15%
8. Punjab National Bank - 05/02/20273.97%
9. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20283.21%
10. Shriram Finance Ltd - 9.2% - 22/05/20263.19%
11. REC LTD - 7.56% - 30/06/20263.18%
12. REC LTD - 6.52% - 31/01/20283.16%
13. Muthoot Finance Ltd - 8.4% - 28/08/20282.14%
14. Small Industries Development Bank of India - 7.68% - 10/08/20272.14%
15. PNB Housing Finance Ltd - 8.15% - 29/07/20272.14%
16. JM Financial Products Ltd - 8.92% - 16/11/20262.12%
17. Small Industries Development Bank of India - 7.43% - 31/08/20262.12%
18. Union Bank of India - 15/05/20262.08%
19. Bank of Baroda - 25/11/20262.01%
20. Small Industries Development Bank of India - 28/01/20271.99%
21. Can Fin Homes Ltd - 8.09% - 04/01/20271.92%
22. Godrej Industries Ltd - 8.36% - 28/08/20261.91%
23. Can Fin Homes Ltd - 8.45% - 27/05/20261.91%
24. IIFL Finance Ltd - 20/02/20261.48%
25. National Bank for Agriculture & Rural Development - 7.8% - 15/03/20271.07%
26. Small Industries Development Bank of India - 7.34% - 26/02/20291.07%
27. National Bank for Agriculture & Rural Development - 7.53% - 24/03/20281.07%
28. National Bank for Agriculture & Rural Development - 7.7% - 30/09/20271.07%
29. Export Import Bank of India - 7.35% - 27/07/20281.07%
30. REC LTD - 7.56% - 31/08/20271.07%
31. LIC Housing Finance Ltd - 6.9% - 17/09/20271.06%
32. Export Import Bank of India - 20/03/20261.05%
33. Union Bank of India - 25/06/20261.03%
34. 360 ONE WAM Ltd (Prev IIFL Wealth Management Lt- 21/01/20270.98%
35. Muthoot Finance Ltd - 8.65% - 31/01/20280.75%
36. 360 One Prime Ltd - 8.95% - 04/06/20270.64%
37. Corporate Debt Market Development Fund - Class A20.29%

1. 182 Days - T Bill - 19/02/20265.29%

1. 7.00% Tamil Nadu State Government Securities - 12/03/20291.07%

About Fund

Sundaram Low Duration Fund Growth managed by Sundaram Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹472 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 FundInvesco India Low Duration Fund - Retail Fund Growth22083.93 CR0.65
This FundICICI Prudential Savings Fund - Retail Plan Growth520613.47 CR1.23
This FundSundaram Low Duration Fund Growth2472.07 CR1.21
This FundFranklin India Low DurationFund Growth051.1 CR0.74
Fund Name1Y3Y
This FundInvesco India Low Duration Fund - Retail Fund Growth6.237620.7837
This FundICICI Prudential Savings Fund - Retail Plan Growth7.125121.4926
This FundSundaram Low Duration Fund Growth6.473621.7513
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 : 0.55%
  • 6 Months : 2.50%
  • 1 Year : 6.47%
  • 3 Years : 6.78%
Returns of Sundaram Low Duration Fund Growth are updated daily based on NAV of ₹ 3586.4962 as on Mar 02,2026. Since inception, the return has been 21.75%.

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 ₹472 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