Sundaram Low Duration Fund-IDCW Quarterly Payout
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Debt, Low Duration, Principal at low to moderate risk
1 Year Return 7.82% at 16 Feb 2026 04:16 PM
Fund Details
NAV 1210.1093
Sub-Type Low Duration
Rating 4
Min. SIP Amount ₹1000.0
Fund Age(Year) 4.13
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 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Repo 9.09 Debenture 42.23 Certificate of Deposit 35.28 Debt Credit Ratings A1+ 35.28 AA+ 24.58 AAA 24.53 Cash & Call Money 10.58 AA 2.74 Debt Category Indian Bank 3.98 REC 6.89 Punjab National Bank 6.51 Power Fin. Corp. 2.75
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - Growth Ret 1M 0.53% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - IDCW Ret 1M 0.53% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-Growth Ret 1M 0.52% Ret 1Y 6.75% Ret 3Y 6.87% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Daily Reinvestment Ret 1M 0.52% Ret 1Y 6.75% Ret 3Y 6.87% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Weekly Reinvestment Ret 1M 0.52% Ret 1Y 6.75% Ret 3Y 6.87% Ret 5Y 5.81%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Bonus Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Growth Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Daily Reinvestment Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Payout Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Weekly Payout Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
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
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) 18
Date of Incorporation 2022-01-01
Total AUM 2026-01-31
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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