Sundaram Low Duration Fund-IDCW Monthly Reinvestment
Sundaram Low Duration Fund-IDCW Monthly Reinvestment: Mutual Fund Overview
Sundaram Low Duration Fund-IDCW Monthly Reinvestment is an Low Duration mutual fund with over 21.49 years of performance history. The scheme manages an AUM of ₹469.75 Cr and has a NAV of ₹1095.2614. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.3%.
Debt, Low Duration, Principal at low to moderate risk
1 Year Return 6.3% at 12 Mar 2026 07:07 PM
Fund Details
NAV 1095.2614
Sub-Type Low Duration
Rating 2
Min. SIP Amount ₹1000.0
Fund Age(Year) 21.49
Fund Size(in Crores) 469.75
Fund Performance
1 Month 0.36%
3 Month 1.03%
6 Month 2.38%
1 Year 6.3%
3 Year 6.72%
5 Year 7.16%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.84%) Market Cap Large Cap 65.93 Mid Cap 24.17 Small Cap 5.74 Top Sectors Energy 44.8 Financial 27.31 Capital Goods 10.94 Metals & Mining 6.19 Insurance 4.13 Unclassified 1.37 Construction 1.08 Top Holding Indian Bank 3.67 Bharat Electronics 9.33 NTPC 9.01 Bharat Petroleum Corporation 5.71 GAIL (India) 9.05 Bharat Heavy Electricals 1.62 NMDC 3.48 General Insurance Corporation of India 2.43 Life Insurance 1.7 Gujarat Gas 0.75 Gujarat State Petronet 1.23 Power Grid Corporation Of India 9.1 Canara Robeco Asset Management Company 1.37 National Aluminium Company 2.71 ONGC 2.54 Petronet LNG 2.03 State Bank of India 18.23 Bank of Baroda 5.41 Oil India 2.85 Engineers India 1.08 Indian Oil Corporation 1.23 Indraprastha Gas 1.31
Debt & Others (4.16%) Sector Allocation Repo 4.09 Treasury Bills 0.07 Net Receivables 0 Debt Credit Ratings Debt Category Others 4.09 Reserve Bank of India 0.07
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-Growth Ret 1M 2.84% Ret 1Y 83.33% Ret 3Y 40.01% Ret 5Y 27.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-IDCW Ret 1M 2.84% Ret 1Y 83.33% Ret 3Y 40.01% Ret 5Y 27.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-IDCW Reinvestment Ret 1M 2.84% Ret 1Y 83.33% Ret 3Y 40.01% Ret 5Y 27.25%
Equity, Flexi Cap funds Angel One Gold ETF FoF Regular - Growth Ret 1M 3.42% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Gold and Silver Passive FoF Regular - Growth Ret 1M 2.87% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Gold Fund Regular-Growth Ret 1M 3.23% Ret 1Y 83.3% Ret 3Y 40.18% Ret 5Y 27.34%
Equity, Flexi Cap funds Axis Gold Fund Regular-IDCW Payout Ret 1M 3.23% Ret 1Y 83.3% Ret 3Y 40.18% Ret 5Y 27.34%
Equity, Flexi Cap funds Axis Gold Fund Regular-IDCW Reinvestment Ret 1M 3.23% Ret 1Y 83.3% Ret 3Y 40.18% Ret 5Y 27.34%
Equity, Flexi Cap funds Bandhan Gold ETF FoF Regular - Growth Ret 1M 2.91% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Gold ETF FoF Regular - Growth Ret 1M 3.29% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds DSP Gold ETF FoF Regular - Growth Ret 1M 3.14% Ret 1Y 83.07% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.21%
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) 26
Date of Incorporation 2004-09-14
Total AUM 75674.2
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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