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Mutual Funds

Sundaram Low Duration Fund

Su

Sundaram Low Duration Fund

Low DurationRank #25
1/5

NAV (2026-07-14)

3653.11

AUM

₹385.22 Cr

Exp. Ratio: 1.15%

RISK LEVEL

Low To Moderate

Returns & Performance

1 Year5.06%0.57% vs cat avgRank #24
3 Year6.51%0.35% vs cat avgRank #20
5 Year7.29%1.15% vs cat avgRank #2
Since Launch7.00%--

Fund vs Category Average

1Y
5.06%-0.57%
3Y
6.51%-0.35%
5Y
7.29%+1.15%

Pros & Cons

Pros

Above category avg 5Y returns
No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
1Y category rank outside top 15 (#24)
Overall rank #25 in category
ISININF173K01DG6
NAV₹3653.11
NAV Date2026-07-14
AUM₹385.22 Cr
Expense Ratio1.15%
RiskLow To Moderate
Rating1 / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme will maintain a judicious mix of cash, short term and medium term instruments.

Exit Load3.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Kumaresh Ramakrishnan

Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).

Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.

Top Holdings

Holdings data not available for this scheme