Sundaram Low Duration Fund - Institutional Plan (Old) Growth Return

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

Sundaram Low Duration Fund - Institutional Plan (Old) Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹2500000

AUM (Fund size)

₹544 Cr

Lock In Period

N/A

Expense Ratio

1.51

Exit Load

Nil.

Benchmark

CRISIL Low Duration Debt Index

Sundaram Low Duration Fund - Institutional Plan (Old) Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.280.06259.36
6M10.112.61280.40
1Y11.584.73309.28
3Y5.4712.7746.82

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-12-15
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About Fund Sundaram Low Duration Fund - Institutional Plan (Old) Growth

Sundaram Low Duration Fund - Institutional Plan (Old) Growth managed by Sundaram Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹544 Crore. The fund benchmarks its performance against the CRISIL Low Duration Debt Index while maintaining an expense ratio of 1.51. 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
Sundaram Low Duration Fund (Old) Growth1543 CR1.02
Sundaram Low Duration Fund - Institutional Plan (Old) Growth0543 CR1.51
Franklin India Low DurationFund Growth051 CR0.72
Fund Name1Y3Y
This FundSundaram Low Duration Fund (Old) Growth11.786415.6005
This FundSundaram Low Duration Fund - Institutional Plan (Old) Growth11.579717.3081
This FundFranklin India Low DurationFund Growth37.141246.82

Sundaram Low Duration Fund - Institutional Plan (Old) Growth FAQs

Sundaram Low Duration Fund - Institutional Plan (Old) 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 - Institutional Plan (Old) Growth is 1.51. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Low Duration Fund - Institutional Plan (Old) Growth’s fund performance is as follows:
  • 1 Month : 0.28%
  • 6 Months : 10.11%
  • 1 Year : 11.58%
  • 3 Years : 5.47%
Returns of Sundaram Low Duration Fund - Institutional Plan (Old) Growth are updated daily based on NAV of ₹ 27.8697 as on Dec 31,2021. Since inception, the return has been 17.31%.

You can invest in Sundaram Low Duration Fund - Institutional Plan (Old) 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 - Institutional Plan (Old) Growth is ₹544 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Low Duration Fund - Institutional Plan (Old) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.