Sundaram Low Duration Fund-Bonus Principal Units
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Debt, Low Duration, Principal at low to moderate risk
1 Year Return 7.82% at 23 Dec 2025 09:49 AM
Fund Details
NAV 1341.6648
Sub-Type Low Duration
Rating 4
Min. SIP Amount ₹0
Fund Age(Year) 3.98
Fund Size(in Crores) 367.63
Fund Performance
1 Month 0.5%
3 Month 2.2%
6 Month 4.02%
1 Year 7.82%
3 Year 6.81%
5 Year 7.18%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.92%) Market Cap Mid Cap 8.27 Large Cap 91.65 Top Sectors Financial 17.97 Healthcare 16.35 Consumer Staples 14.65 Technology 12.44 Materials 9.62 Automobile 8.34 Energy 3.8 Consumer Discretionary 3.74 Communication 3.54 Insurance 3.39 Construction 3.26 Chemicals 2.82 Top Holding Larsen & Toubro 3.26 Torrent Pharmaceuticals 3.02 Britannia Industries 3.16 Pidilite Industries 2.82 HDFC Bank 4.2 Reliance Industries 3.8 Bajaj Finserv 2.89 Nestle India 3.82 Bosch 2.68 Cipla 3.11 Sun Pharmaceutical Industries 3.85 ITC 4.27 Infosys 2.96 HCL Technologies 3.12 Ultratech Cement 3.05 Dr. Reddy's Laboratories 3.35 Asian Paints 4 Tata Consultancy 3.66 SBI Life Insurance Company 3.39 Wipro 2.7 Kotak Mahindra Bank 3.16 Titan Company 3.74 Hindustan Unilever 3.4 Apollo Hospitals Enterprise 3.02 Bharti Airtel 3.54 Shree Cement 2.57 ICICI Bank 3.96 Bajaj Auto 2.51 Maruti Suzuki India 3.15 State Bank of India 3.76
Debt & Others (0.08%) Sector Allocation Net Payables -0.04 Repo 0.12 Debt Credit Ratings Debt Category Others 0.08
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Regular-Growth Ret 1M 0.42% Ret 1Y 7.38% Ret 3Y 7.51% Ret 5Y 6.21%
Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Regular-IDCW Daily Reinvestment Ret 1M 0.42% Ret 1Y 7.38% Ret 3Y 7.51% Ret 5Y 6.21%
Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Regular-IDCW Weekly Ret 1M 0.42% Ret 1Y 7.38% Ret 3Y 7.51% Ret 5Y 6.21%
Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Regular-IDCW Weekly Reinvestment Ret 1M 0.42% Ret 1Y 7.38% Ret 3Y 7.51% Ret 5Y 6.21%
Equity, Flexi Cap funds Aditya Birla Sun Life Money Manager Fund Ret-Growth Ret 1M 0.42% Ret 1Y 7.38% Ret 3Y 7.51% Ret 5Y 6.22%
Equity, Flexi Cap funds Axis Money Market Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.43% Ret 3Y 7.5% Ret 5Y 6.17%
Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Daily Reinvestment Ret 1M 0.44% Ret 1Y 7.43% Ret 3Y 7.5% Ret 5Y 6.17%
Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Monthly Payout Ret 1M 0.44% Ret 1Y 7.43% Ret 3Y 7.5% Ret 5Y 6.17%
Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.44% Ret 1Y 7.43% Ret 3Y 7.5% Ret 5Y 6.17%
Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Quarterly Payout Ret 1M 0.44% Ret 1Y 7.43% Ret 3Y 7.5% Ret 5Y 6.17%
Equity, Flexi Cap funds Axis Money Market Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.44% Ret 1Y 7.43% Ret 3Y 7.5% Ret 5Y 6.17%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.15%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 18
Date of Incorporation 2022-01-01
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.
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