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Fund Overview of Sundaram Low Duration Fund-growth
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₹385.2 CrAUM
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₹3,653.11NAV
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1.15%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Low Duration Fund-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.31% | NA | 1.68% |
| 6 Months | 2.59% | NA | 4.35% |
| 1 Year | 5.06% | 5.06% | 8.25% |
| 2 Years | 13.27% | 6.43% | 7.94% |
| 3 Years | 20.81% | 6.51% | 7.61% |
| 5 Years | 42.14% | 7.29% | 6.39% |
| 7 Years | 52.65% | 6.23% | NA |
| 10 Years | 73.73% | 5.68% | 7.03% |
Asset Allocation
debt instruments
93.65%other assets or cash equivalents
6.35%Sundaram Low Duration Fund-growth is one Debt mutual fund offered by Sundaram Mutual Fund. Launched on 14 Sep 2004, the fund aims Income over a short term investment horizon. Investment in Debt & Money Market Instruments It manages assets worth ₹385.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.15%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Low Duration Fund-growth
The portfolio allocation consists of 93.65% in debt instruments, 6.35% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 5.06% in the last year, a total return since inception of 7.00%.
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Key Metrics of Sundaram Low Duration Fund-growth
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Standard Deviation0.64%
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Mean6.41%
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Sharpe Ratio0.95%
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Sortino Ratio1.21%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Sundaram Low Duration Fund Direct-growth  |
₹385 | 0.62% | 1.50% | 5.87% | 7.29% | 8.08% |
| Sundaram Low Duration Fund Direct-idcw Monthly |
₹385 | 0.62% | 1.50% | 5.87% | 7.29% | 8.08% |
| UTI Low Duration Fund Direct-flexi Idcw |
₹2,460 | 0.68% | 1.61% | 6.08% | 7.25% | 7.48% |
| UTI Low Duration Fund Direct-growth |
₹2,460 | 0.68% | 1.61% | 6.08% | 7.25% | 7.48% |
| UTI Low Duration Fund Direct-idcw Daily |
₹2,460 | 0.68% | 1.61% | 6.08% | 7.25% | 7.48% |
| UTI Low Duration Fund Direct-idcw Fortnightly |
₹2,460 | 0.68% | 1.61% | 6.08% | 7.25% | 7.48% |
| UTI Low Duration Fund Direct-idcw Half Yearly |
₹2,460 | 0.68% | 1.61% | 6.08% | 7.25% | 7.48% |
| UTI Low Duration Fund Direct-idcw Monthly |
₹2,460 | 0.68% | 1.61% | 6.08% | 7.25% | 7.48% |
| UTI Low Duration Fund Direct-idcw Quarterly |
₹2,460 | 0.68% | 1.61% | 6.08% | 7.25% | 7.48% |
| UTI Low Duration Fund Direct-idcw Weekly |
₹2,460 | 0.68% | 1.61% | 6.08% | 7.25% | 7.48% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Low Duration Fund Direct-growth
|
₹385 | 0.62% | 1.50% | 2.98% | 5.87% | 7.29% |
|
Sundaram Low Duration Fund-idcw Monthly
|
₹385 | 0.55% | 1.31% | 2.59% | 5.06% | 6.51% |
|
Sundaram Low Duration Fund Direct-idcw Monthly
|
₹385 | 0.62% | 1.50% | 2.98% | 5.87% | 7.29% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Savings Fund-growth |
₹22,339 | ₹580.38 | 7.41% | 6.56% | 7.04% |
| ICICI Prudential Savings Fund Direct Plan-growth |
₹22,339 | ₹589.12 | 7.54% | 6.68% | 7.17% |
| ICICI Prudential Savings Fund-idcw Daily |
₹22,339 | ₹105.64 | 7.41% | 6.56% | 7.04% |
| ICICI Prudential Savings Fund Direct Plan-idcw Daily |
₹22,339 | ₹105.65 | 7.54% | 6.68% | 7.17% |
| ICICI Prudential Savings Fund Direct Plan-idcw Fortnightly |
₹22,339 | ₹101.73 | 7.54% | 6.68% | 7.17% |
| ICICI Prudential Savings Fund-idcw Fortnightly |
₹22,339 | ₹101.73 | 7.41% | 6.56% | 7.04% |
| ICICI Prudential Savings Fund-idcw Monthly |
₹22,339 | ₹101.71 | 7.41% | 6.56% | 7.04% |
| ICICI Prudential Savings Fund Direct Plan-idcw Monthly |
₹22,339 | ₹101.71 | 7.54% | 6.68% | 7.17% |
| ICICI Prudential Savings Fund Direct Plan-idcw Others |
₹22,339 | ₹197.67 | 7.54% | 6.68% | 7.17% |
| ICICI Prudential Savings Fund-d Others |
₹22,339 | ₹194.53 | 7.41% | 6.56% | 7.04% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Government Of India 35965 091 Days Tbill 07ag25 Fv Rs 100 | Financial | 19.35% | ₹99.91 Cr |
| Repo | Unspecified | 12.84% | ₹66.26 Cr |
| Repo | Unspecified | 16.80% | ₹61.07 Cr |
| Repo | Unspecified | 10.54% | ₹38.86 Cr |
| Bank Of Baroda Cd 15dec26 | Financial | 7.64% | ₹33.28 Cr |
| Bank Of Baroda Cd 15dec26 | Financial | 7.06% | ₹33.19 Cr |
| Bank Of Baroda Cd 15dec26 | Financial | 7.12% | ₹32.96 Cr |
| Bank Of Baroda Cd 15dec26 | Financial | 6.98% | ₹32.94 Cr |
| Repo | Unspecified | 6.53% | ₹30.66 Cr |
| Repo | Unspecified | 7.31% | ₹28.18 Cr |
| Repo | Unspecified | 7.31% | ₹28.18 Cr |
| Repo | Unspecified | 7.31% | ₹28.18 Cr |
| Repo | Unspecified | 7.31% | ₹28.18 Cr |
| Repo | Unspecified | 5.97% | ₹27.63 Cr |
| Repo | Unspecified | 6.48% | ₹25.24 Cr |
| Jamnagar Utilities & Power Private Limited Sr Ppd 6 6.40 Loa 29sp26 Fvrs10lac | Industrials | 6.48% | ₹24.95 Cr |
| Jamnagar Utilities & Power Private Limited Sr Ppd 6 6.40 Loa 29sp26 Fvrs10lac | Industrials | 6.48% | ₹24.95 Cr |
| Jamnagar Utilities & Power Private Limited Sr Ppd 6 6.40 Loa 29sp26 Fvrs10lac | Industrials | 6.48% | ₹24.95 Cr |
| Jamnagar Utilities & Power Private Limited Sr Ppd 6 6.40 Loa 29sp26 Fvrs10lac | Industrials | 6.48% | ₹24.95 Cr |
| Government Of India 36336 182 Days Tbill 19fb26 Fv Rs 100 | Financial | 5.39% | ₹24.94 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Low Duration Fund Direct-growth |
₹3,948.09 | 7.29% | 8.08% | - |
| Sundaram Low Duration Fund Direct-idcw Monthly |
₹1,123.47 | 7.29% | 8.08% | - |
| UTI Low Duration Fund Direct-flexi Idcw |
₹1,631.69 | 7.25% | 7.48% | - |
| UTI Low Duration Fund Direct-growth |
₹3,843.59 | 7.25% | 7.48% | - |
| UTI Low Duration Fund Direct-idcw Daily |
₹1,467.46 | 7.25% | 7.48% | - |
| UTI Low Duration Fund Direct-idcw Fortnightly |
₹1,337.65 | 7.25% | 7.48% | - |
| UTI Low Duration Fund Direct-idcw Half Yearly |
₹1,487.16 | 7.25% | 7.48% | - |
| UTI Low Duration Fund Direct-idcw Monthly |
₹1,500.65 | 7.25% | 7.48% | - |
| UTI Low Duration Fund Direct-idcw Quarterly |
₹2,060.82 | 7.25% | 7.48% | - |
| UTI Low Duration Fund Direct-idcw Weekly |
₹1,021.08 | 7.25% | 7.48% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Low Duration Fund-growth
What is the current AUM of Sundaram Low Duration Fund-growth?
As of Tue Jun 30, 2026, Sundaram Low Duration Fund-growth manages assets worth ₹385.2 crore
How has Sundaram Low Duration Fund-growth performed recently?
- 3 Months: 1.31%
- 6 Months: 2.59%
What is the long-term performance of Sundaram Low Duration Fund-growth?
- 3 Years CAGR: 6.51%
- 5 Years CAGR: 7.29%
- Since Inception: 7.00%
What is the portfolio composition of Sundaram Low Duration Fund-growth?
Debt: 93.65%, Others: 6.35%.
Who manages Sundaram Low Duration Fund-growth?
Sundaram Low Duration Fund-growth is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
Which are the top companies Sundaram Low Duration Fund-growth has invested in?
- GOVERNMENT OF INDIA 35965 091 DAYS TBILL 07AG25 FV RS 100 – 19.35% of the fund's portfolio
- Repo – 12.84% of the fund's portfolio
- Repo – 16.80% of the fund's portfolio
- Repo – 10.54% of the fund's portfolio
- BANK OF BARODA CD 15DEC26 – 7.64% of the fund's portfolio
Which are the major sectors Sundaram Low Duration Fund-growth focuses on?
- Unspecified – 88.41% of the fund's portfolio
- Financial – 53.54% of the fund's portfolio
- Industrials – 25.91% of the fund's portfolio
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