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SUNDARAM LOW DURATION FUND - INSTITUTIONAL PLAN - GROWTH

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Fund info
NAV (as on 2021-12-31)
27.87 0.02%
AUM (Fund Size)
N/A
Expense Ratio
1.15%
Exit load
NIL
Risk
N/A
AMC
SUNDARAM MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2021-12-24 ₹1,000.00 ₹1,000.76
0.08 %
Two Week 2021-12-16 ₹1,000.00 ₹1,001.40
0.14 %
One Month 2021-12-01 ₹1,000.00 ₹1,002.62
0.26 %
Three Months 2021-10-04 ₹3,000.00 ₹3,015.85
0.53 %
Six Months 2021-07-05 ₹6,000.00 ₹6,306.97
5.12 %
One Year 2020-12-31 ₹12,000.00 ₹13,009.46
8.41 %
Three Year 2019-01-01 ₹36,000.00 ₹41,053.40
14.04 %
Five Year 2017-01-02 ₹60,000.00 ₹71,239.44
18.73 %
Ten Year 2012-01-03 ₹120,000.00 ₹169,084.57
40.90 %
Since Inception 2007-04-23 ₹179,000.00 ₹306,064.89
70.99 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt 164%
Others N/A

Sectors Holding in SUNDARAM LOW DURATION FUND - INSTITUTIONAL PLAN - GROWTH

Other
166%

Companies Holding in SUNDARAM LOW DURATION FUND - INSTITUTIONAL PLAN - GROWTH

Can Fin Homes Ltd - 8.45% - 27/05/2026
3.82%
Shriram Finance Ltd - 9.2% - 22/05/2026
3.81%
REC LTD - 7.56% - 30/06/2026
3.80%
Bharti Telecom Ltd - 8.9% - 04/12/2025
3.03%
Small Industries Development Bank Of India - 7.68% - 10/08/2027
2.57%
PNB Housing Finance Ltd - 8.15% - 29/07/2027
2.55%
Power Finance Corporation Ltd - 8.03% - 02/05/2026
2.54%
Small Industries Development Bank Of India - 7.43% - 31/08/2026
2.53%
Indian Railway Finance Corporation Ltd - 7.23% - 15/10/2026
2.53%
JM Financial Products Ltd - 8.92% - 16/11/2026
2.53%
Muthoot Finance Ltd - 8.4% - 28/08/2028
2.53%
Muthoot Finance Ltd - 8.3% - 06/01/2026
2.52%
Can Fin Homes Ltd - 8.09% - 04/01/2027
2.29%
Godrej Industries Ltd - 8.36% - 28/08/2026
2.29%
REC LTD - 7.56% - 31/08/2027
1.28%
National Bank For Agriculture & Rural Development - 7.8% - 15/03/2027
1.28%
REC LTD - 7.77% - 30/09/2026
1.27%
Cholamandalam Investment And Finance Co Ltd - 8.45% - 21/11/2025
1.26%
Embassy Office Parks REIT - 7.77% - 05/06/2025
1.26%
Muthoot Finance Ltd - 8.65% - 31/01/2028
0.89%
7.32% Government Securities-13/11/2030
1.33%
7.04% Central Government Securities 03/06/2029
1.05%
7.38% Central Government Securities 20/06/2027
0.78%
Punjab National Bank - 18/03/2026
5.97%
Bank Of Baroda - 12/12/2025
4.85%
IDFC First Bank Ltd - 25/05/2026
4.71%
Axis Bank Ltd - 09/09/2025
2.47%
HDFC Bank Ltd - 06/02/2026
2.40%
National Bank For Agriculture & Rural Development - 27/02/2026
2.40%
Small Industries Development Bank Of India - 27/02/2026
2.40%
National Bank For Agriculture & Rural Development - 13/03/2026
2.39%
Export Import Bank Of India - 20/03/2026
2.39%
National Bank For Agriculture & Rural Development - 25/03/2026
1.19%
TREPS
17.18%
Corporate Debt Market Development Fund - Class A2
0.29%
Cash And Other Net Current Assets
1.64%
Can Fin Homes Ltd - 8.45% - 27/05/2026
3.82%
Shriram Finance Ltd - 9.2% - 22/05/2026
3.81%
REC LTD - 7.56% - 30/06/2026
3.80%
Bharti Telecom Ltd - 8.9% - 04/12/2025
3.03%
Small Industries Development Bank Of India - 7.68% - 10/08/2027
2.57%
PNB Housing Finance Ltd - 8.15% - 29/07/2027
2.55%
Power Finance Corporation Ltd - 8.03% - 02/05/2026
2.54%
Small Industries Development Bank Of India - 7.43% - 31/08/2026
2.53%
Indian Railway Finance Corporation Ltd - 7.23% - 15/10/2026
2.53%
JM Financial Products Ltd - 8.92% - 16/11/2026
2.53%
Muthoot Finance Ltd - 8.4% - 28/08/2028
2.53%
Muthoot Finance Ltd - 8.3% - 06/01/2026
2.52%
Can Fin Homes Ltd - 8.09% - 04/01/2027
2.29%
Godrej Industries Ltd - 8.36% - 28/08/2026
2.29%
REC LTD - 7.56% - 31/08/2027
1.28%
National Bank For Agriculture & Rural Development - 7.8% - 15/03/2027
1.28%
REC LTD - 7.77% - 30/09/2026
1.27%
Cholamandalam Investment And Finance Co Ltd - 8.45% - 21/11/2025
1.26%
Embassy Office Parks REIT - 7.77% - 05/06/2025
1.26%
Muthoot Finance Ltd - 8.65% - 31/01/2028
0.89%
7.32% Government Securities-13/11/2030
1.33%
7.04% Central Government Securities 03/06/2029
1.05%
7.38% Central Government Securities 20/06/2027
0.78%
Punjab National Bank - 18/03/2026
5.97%
Bank Of Baroda - 12/12/2025
4.85%
IDFC First Bank Ltd - 25/05/2026
4.71%
Axis Bank Ltd - 09/09/2025
2.47%
HDFC Bank Ltd - 06/02/2026
2.40%
National Bank For Agriculture & Rural Development - 27/02/2026
2.40%
Small Industries Development Bank Of India - 27/02/2026
2.40%
National Bank For Agriculture & Rural Development - 13/03/2026
2.39%
Export Import Bank Of India - 20/03/2026
2.39%
National Bank For Agriculture & Rural Development - 25/03/2026
1.19%
TREPS
17.18%
Corporate Debt Market Development Fund - Class A2
0.29%
Cash And Other Net Current Assets
1.64%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.15
Expense Ratio Direct
0.40
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Dwijendra Srivastava
22 years Experience
Sandeep Agarwal
13 years Experience

Exit load

NIL

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