Sundaram Low Duration Fund Growth
Medium
Risk
Debt
Low Duration Fund
+
4.96
%
4.96
%
3Y annualised
+
0.03
%
0.03
%
1D
1M
6M
1Y
3Y
All
Fund size
398
NAV:
Mar 7, 2024
3147.36
Sector
Tech
Type
Debt
Launched
Sep 2004
Min Investment
1000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Power Finance Corporation Ltd.
6.24
%
7.38% Govt Stock 2027
5.08
%
Bharti Telecom Limited
4.28
%
Small Industries Development Bank of India
3.5
%
National Housing Bank
2.52
%
6.99% Govt Stock 2026
2.51
%
LIC Housing Finance Limited
2.51
%
Indian Railway Finance Corporation Limited
2.5
%
National Bank For Agriculture And Rural Development
2.5
%
LIC Housing Finance Limited
2.46
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Low Duration Fund Growth
More details
Investment objective
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
