Sundaram Low Duration Fund Direct-Growth

Fund Details

NAV 3823.3646

Sub-Type Low Duration

Rating 5

Min. SIP Amount ₹1000.0

Fund Age(Year) 12.97

Fund Size(in Crores) 382.9

Fund Performance

1 Month 0.35%

3 Month 1.47%

6 Month 3.06%

1 Year 7.63%

3 Year 7.65%

5 Year 7.85%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.93%) Market Cap Small Cap 0.04 Mid Cap 23.73 Large Cap 76.16 Top Sectors Financial 17.27 Energy 15.73 Capital Goods 13.14 Consumer Staples 9.65 Automobile 8.65 Services 7.61 Metals & Mining 6.46 Healthcare 6.26 Construction 3.4 Chemicals 3.37 Materials 3.02 Insurance 2.92 Technology 2.45 Top Holding Adani Energy Solutions 1.49 Divi's Laboratories 3.56 Adani Green Energy 1.39 Mazagon Dock Shipbuilders 0.88 Vedanta 3.86 Avenue Supermarts 2.55 Godrej Consumer 1.99 Solar Industries India 1.4 Canara Bank 2.21 Britannia Industries 2.98 The Indian Hotels Company 2.83 Ambuja Cements 1.49 Pidilite Industries 1.97 Siemens Energy India 1.21 Bharat Petroleum Corporation 3.01 Info Edge (India) 2.24 Zydus Lifesciences 1.02 Indian Oil Corporation 2.61 Varun Beverages 2.82 Power Fin. Corp. 2.29 Bajaj Holdings & Invest. 2.15 Bank of Baroda 2.31 TVS Motor Company - Pref. Shares 0.04 Hyundai Motor 1.43 Indian Railway Finance Corporation 0.91 Lodha Developers 1.4 DLF 2.01 Samvardhana Motherson 2.23 Siemens 1.26 Punjab National Bank 1.86 GAIL (India) 2.06 Havells India 1.57 Shree Cement 1.53 ICICI Lombard Gen. Insurance 2.06 TVS Motor Company 3.59 ABB India 1.17 Life Insurance 0.86 Tata Power Company 2.83 LTIMindtree 2.45 REC 1.95 Adani Power 2.51 Bajaj Housing Finance 0.42 Hindustan Aero 3.73 JSW Energy 1.13 Jindal Steel 1.69 Hindustan Zinc 0.91 CG Power 2 Bosch 1.35 Torrent Pharmaceuticals 1.68 United Spirits 1.85 Cholamandalam Investment and Finance Company 3.17

Debt & Others (0.07%) Sector Allocation Repo 0.27 Net Payables -0.2 Debt Credit Ratings Debt Category Others 0.07

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-Growth Ret 1M 3.18% Ret 1Y 11.62% Ret 3Y 14.47% Ret 5Y 9.8%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Payout Ret 1M 3.18% Ret 1Y 11.62% Ret 3Y 14.47% Ret 5Y 9.8%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Reinvestment Ret 1M 3.18% Ret 1Y 11.62% Ret 3Y 14.47% Ret 5Y 9.8%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-Growth Ret 1M 3.75% Ret 1Y 16.9% Ret 3Y 21.46% Ret 5Y 13.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Payout Ret 1M 3.75% Ret 1Y 16.9% Ret 3Y 21.46% Ret 5Y 13.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Reinvestment Ret 1M 3.75% Ret 1Y 16.9% Ret 3Y 21.46% Ret 5Y 13.75%

Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-Growth Ret 1M 4.69% Ret 1Y 34.25% Ret 3Y 16.06% Ret 5Y 11.38%

Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Ret 1M 4.69% Ret 1Y 34.25% Ret 3Y 16.06% Ret 5Y 11.38%

Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Reinvestment Ret 1M 4.69% Ret 1Y 34.25% Ret 3Y 16.06% Ret 5Y 11.38%

Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-Growth Ret 1M 4.12% Ret 1Y 24.49% Ret 3Y 34.42% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-IDCW Payout Ret 1M 4.12% Ret 1Y 24.49% Ret 3Y 34.42% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.4%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dwijendra Srivastava

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.

Sandeep Agarwal

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.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at low to moderate risk

AMC and Fund details

Rank (total sets) 13

Date of Incorporation 2013-01-02

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.