Sundaram Low Duration Fund Direct-Growth

Q: What are the returns of Sundaram Low Duration Fund?

The Sundaram Low Duration Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 7.24% since inception. Sundaram Low Duration Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 8.7% 7.56% 8.02% 6.66% 7.24%

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹3700.2565+0.03% 1 day change	7.24% p.a.	#NA View Ranked Funds	₹410 Crs

Historical NAV & returns

NAV: ₹3700.2565 as on Jun 05, 2025

This fund Category average

Sundaram Low Duration Fund overview

Expense ratio	0.4% as on May 31, 2025
Exit load	0%
AUM (Fund size)	₹410 Crs
Lock-in	No Lockin
Age	12 yrs 5 m since Jan 01, 2013
Benchmark	NIFTY Low Duration Debt Index A-I
Min. investment	SIP ₹2000 & Lump. ₹5000
Risk	Low to Moderate
Tax on your gains	Profits are added to your income and taxed as per your slab rate

Sundaram Low Duration Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 06, 2025

Period	This fund	Category average
1 Month	0.73%	0.77%
3 Months	2.59%	2.72%
6 Months	4.38%	4.44%
1 Year	8.7%	8.59%
2 Years	7.98%	7.99%
3 Years	7.56%	7.58%
4 Years	8.53%	6.69%
5 Years	8.02%	6.74%
7 Years	6.12%	6.74%
10 Years	6.66%	7.08%

Asset allocationas on Dec 31, 2024

Large Cap 0.0%

Mid Cap 0.0%

Small Cap 0.0%

Other Cap 0.0%

Top holdings

Bifurcation by Holding is not available for this fund

Top sectors

Bifurcation by Sector is not available for this fund

A1+ 36.634955%

AAA 32.56996%

AA+ 19.800989%

SOV 5.146124%

Top Debt Holdings

Power Finance Corporation Ltd. 6.08%

Indusind Bank Ltd. 5.83%

AU Small Finance Bank Ltd. 5.75%

Shriram Finance Ltd 4.89%

Allocation by Instruments

Debenture 43.816281%

Certificate of Deposit 34.286362000000004%

Bonds 4.873389%

GOI Securities 3.959548%

Other Holdings

Others 1.85%

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Sundaram Low Duration Fund	N.A.	₹410 Crs	12 yrs 5 m	0.4%
HDFC Low Duration Fund	N.A.	₹18,185 Crs	12 yrs 5 m	0.45%
Mirae Asset Low Duration Fund	N.A.	₹1,784 Crs	12 yrs 5 m	0.18%
Mahindra Manulife Low Duration Fund	N.A.	₹584 Crs	8 yrs 3 m	0.3%
SBI Magnum Low Duration Fund	N.A.	₹11,632 Crs	12 yrs 5 m	0.43%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Low Duration Fund	0.73%	4.38%	8.7%	7.56%	8.02%	6.66%
HDFC Low Duration Fund	0.77%	4.42%	8.64%	7.8%	6.83%	7.45%
Mirae Asset Low Duration Fund	0.79%	4.43%	8.64%	7.58%	6.35%	6.73%
Mahindra Manulife Low Duration Fund	0.74%	4.37%	8.56%	7.63%	6.35%	5.73%
SBI Magnum Low Duration Fund	0.78%	4.36%	8.49%	7.54%	6.24%	7.1%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Low Duration Fund	0.48	1.14	2.07	3.11
HDFC Low Duration Fund	0.5	1.01	2.41	3.41
Mirae Asset Low Duration Fund	0.43	1.05	2.33	3.54
Mahindra Manulife Low Duration Fund	0.42	1.01	2.5	3.6
SBI Magnum Low Duration Fund	0.45	1.15	2.16	3.39

View all Low Duration funds

Key risk & return ratios Compared to other funds in the category

Alpha	3.16 vs. 3.88 Underperformed at beating benchmark
Sharpe	2.07 vs. 4.21 Poor risk-adjusted returns
Beta	1.14 vs. 2.12 Less sensitive to market ups & downs
Standard deviation	0.48 vs. 0.47 More volatile performance

Compare Sundaram Low Duration Fund in detail with

About this fund

About Sundaram Low Duration Fund

Sundaram Low Duration Fund Direct-Growth is a Low Duration mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 12 yrs 5 m, having been launched on 01/01/2013. Sundaram Low Duration Fund Direct-Growth has ₹410 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Low Duration Fund Direct-Growth as of 05/06/2025 is ₹3700.26. The fund has an expense ratio of 0.4%, which is close to what most other Low Duration funds charge.

Sundaram Low Duration Fund Direct-Growth returns of last 1-year are 8.74%. Since launch, it has delivered 7.24% average annual returns. The fund has doubled the money invested in it every 11 yrs.
Sundaram Low Duration Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
The fund's credit profile is high indicating it has lent to borrowers whose quality is great. Most funds in this category lend to better borrowers and hence the risk of default in this fund is higher than the category.
The fund's top holdings are in Power Finance Corporation Ltd., Indusind Bank Ltd., AU Small Finance Bank Ltd., Shriram Finance Ltd, Small Industries Devp. Bank of India Ltd..

...

Fund AUM	₹410 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Dwijendra Srivastava

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. 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.

Sandeep Agarwal

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Investment objective

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

Sundaram Mutual Fund details

No. of schemes	30 view all schemes
Total AUM	₹65,593 Crs as on Mar 31, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

More funds from Sundaram Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	3Y
Sundaram Short Duration Fund	N.A.	₹218 Crs	10.15%	8.11%
Sundaram Banking & PSU Fund	N.A.	₹336 Crs	9.99%	7.87%
Sundaram Corporate Bond Fund	N.A.	₹712 Crs	10.24%	7.73%
Sundaram Ultra Short Duration Fund	N.A.	₹2,091 Crs	7.98%	7.37%
Sundaram Medium Duration Fund	N.A.	₹45 Crs	9.08%	7.29%

See all Debt funds from this AMC

Frequently asked questions

What is the current NAV of Sundaram Low Duration Fund?

The current Net Asset Value (NAV) of the Sundaram Low Duration Fund - Direct Growth plan is approximately ₹3700.2565 as of Jun 05, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Low Duration Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 7.24% since inception.

Sundaram Low Duration Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
8.7%	7.56%	8.02%	6.66%	7.24%

How much does this mutual fund charge as expense ratio?

The Sundaram Low Duration Fund - Direct Growth has an expense ratio of 0.4%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Sundaram Low Duration Fund currently has assets under management (AUM) or fund size valued at approximately ₹410 Crs crore as of Mar 31, 2025.

To whom does Sundaram Low Duration Fund lend to?

The top 3 debt holdings of Sundaram Low Duration Fund are as follows

Holding Name	Percentage of Portfolio
Power Finance Corporation Ltd.	6.08%
Indusind Bank Ltd.	5.83%
AU Small Finance Bank Ltd.	5.75%

What is the quality of borrowers this mutual fund scheme lends to?

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Sundaram Low Duration Fund allocation by credit quality is given below

Credit Quality	Percentage of Portfolio
A1+	36.634955%
AAA	32.56996%
AA+	19.800989%

What is risk level of Sundaram Low Duration Fund?

This is a Low Duration fund comes with Low to Moderate risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Sundaram Low Duration Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Low Duration Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Low Duration Fund is complete.

How can I redeem my investments in Sundaram Low Duration Fund?

Redeeming your investments in Sundaram Low Duration Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Low Duration Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Low Duration

#NA

Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
Return Outperformance: This fund has generated highest return amongst Low Duration funds in the last 5 Years.
Exit Load: This fund has no exit load.
Return/Risk: The fund is performing poorly than its category.