1M
6M
1Y
3Y
5Y
All
| NAV: 24 May 2024 | ₹3,396.71 |
| Min. SIP amount | ₹1,000 |
| Rating | 5 |
| Fund size | ₹514.99Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Low Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.3% | 8.4% | 5.3% | 7.1% |
| Category average | 6.9% | 5.5% | 5.5% | NA |
| Rank with in category | 13 | 1 | 18 | NA |
Understand terms
Holdings (38)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Power Finance Corporation Ltd. | Financial | Debenture | 4.83% |
Punjab National Bank | Financial | CD | 4.81% |
Reserve Bank of India | Financial | T-Bills | 4.60% |
HDFC Bank Ltd. | Financial | CD | 4.57% |
Kotak Mahindra Bank Ltd. | Financial | CD | 4.56% |
National Housing Bank | Financial | Bonds | 3.88% |
Bharti Telecom Ltd. | Communication | Debenture | 3.31% |
Shriram Finance Ltd | Financial | Debenture | 2.93% |
GOI | Sovereign | GOI Sec | 2.93% |
State Bank of India | Financial | CD | 2.90% |
See All
Pros and cons
Category: Debt Low Duration
Pros
Cons
Consistently higher annualised returns than category average for the past 1Y and 3Y
5Y annualised returns lower than category average by 0.26%
Higher alpha: 1.07
The fund has generated returns higher than benchmark - NIFTY Low Duration Debt Index B-I - in the last 3Y
Exit load is zero
Lower expense ratio: 0.39%
Expense ratio, exit load and tax
Expense ratio: 0.39%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Fund management
Dwijendra SrivastavaJan 2022 - PresentView details
Dwijendra Srivastava
Jan 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sandeep AgarwalMay 2022 - PresentView details
Sandeep Agarwal
May 2022 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
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