Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Sundaram Low Duration Fund - Direct Plan
|
Moderate
|
Please wait... |
0.39 |
|||
Low to Moderate
|
Please wait... |
0.43 |
||||
Moderate
|
Please wait... |
0.41 |
||||
Low to Moderate
|
Please wait... |
0.37 |
||||
Low to Moderate
|
Please wait... |
0.31 |
₹380 Cr
--
1,000
500
1,000
6
Investment Strategy
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Suitability
"Low Duration debt funds invest in bonds maturing in six months to a year. They aim to earn slightly better returns than what you can get from a bank account or a short duration fixed deposit. The risk of incurring a loss in these funds is negligible but they do not guarantee returns or safety of capital.
Retail investors can avoid these funds altogether. Here's why. Debt funds are very finely classified depending upon the maturity of the bonds they invest in. For instance, there's a different category of funds that invests in bonds of up to three months maturity, from the one that invests in bonds maturing in three to six months, and so on. We believe that such a nuanced classification adds little value to retail investors. They can avoid this complexity and simply invest the money they don't need for up to a year in a Liquid fund."
Capital Gains Taxation
Dividend Taxation
Sundaram Low Duration Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between six to twelve months, and therefore it is suitable to invest in for a similar time frame.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Low Duration Fund - Direct Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Low Duration Fund - Direct Plan is ₹3,454.4196 as of 14-Aug-2024.
The AUM of Sundaram Low Duration Fund - Direct Plan Fund is ₹380 Cr as of 31-Jul-2024
The riskometer level of Sundaram Low Duration Fund - Direct Plan is Moderate. See More
Company | Percentage of Portfolio |
---|---|
Power Finance Corporation Ltd Debenture 7.17 22/05/2025 |
6.56
|
National Housing Bank Bonds 7.78 26/04/2027 |
5.27
|
Kotak Mahindra Bank Ltd CD 13/12/2024 |
5.13
|
Bharti Telecom Ltd SR XVI Debenture 8.90 04/12/2025 |
4.49
|
GOI Sec 7.38 20/06/2027 |
4.01
|
As of 31-Jul-2024, Sundaram Low Duration Fund - Direct Plan had invested 94.95% in Debt and 5.05% in Cash & Cash Eq. See More
Sundaram Low Duration Fund - Direct Plan is 11 years 7 months old. It has delivered 7.13% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
7.48%
|
8.73%
|
6.77%
|
5.87%
|
6.70%
|
7.13%
|
No, There is no lock in period in Sundaram Low Duration Fund - Direct Plan.
The expense ratio of Sundaram Low Duration Fund - Direct Plan is 0.39.