Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Rank within Category |
---|---|---|---|---|---|
1 Week | 21-Jun-24 | 10012.00 | 0.12% | - | 11/23 |
1 Month | 28-May-24 | 10060.20 | 0.60% | - | 17/23 |
3 Month | 28-Mar-24 | 10188.70 | 1.89% | - | 11/22 |
6 Month | 28-Dec-23 | 10377.00 | 3.77% | - | 13/22 |
YTD | 01-Jan-24 | 10371.00 | 3.71% | - | 11/20 |
1 Year | 28-Jun-23 | 10736.80 | 7.37% | 7.35% | 10/20 |
2 Year | 28-Jun-22 | 11472.70 | 14.73% | 7.10% | 10/20 |
3 Year | 28-Jun-21 | 11892.20 | 18.92% | 5.94% | 9/20 |
5 Year | 28-Jun-19 | 13203.00 | 32.03% | 5.71% | 11/20 |
10 Year | 27-Jun-14 | 14423.30 | 44.23% | 3.73% | 19/19 |
Since Inception | 02-Jan-13 | 15980.20 | 59.80% | 4.16% | 20/23 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 28-Jun-23 | 12000 | 12484.18 | 4.03 % | 7.53 % |
2 Year | 28-Jun-22 | 24000 | 25876.99 | 7.82 % | 7.4 % |
3 Year | 28-Jun-21 | 36000 | 39902.91 | 10.84 % | 6.79 % |
5 Year | 28-Jun-19 | 60000 | 69979.38 | 16.63 % | 6.09 % |
10 Year | 27-Jun-14 | 120000 | 144776.62 | 20.65 % | 3.68 % |
Any profit will be clubbed with your income and taxed at your effective tax rate.
This fund is inactive, so it does not have any stocks/debt in its current portfolio.
Scheme Name |
Crisil Rank |
Asset Size (Cr) |
1M |
3M |
6M |
1Y |
3Y |
---|---|---|---|---|---|---|---|
HSBC Low Duration Fund - Direct Plan - Growth | 5 | 1016.82 | 0.63 | 1.54 | 4.89 | 9.38 | 8.29 |
Kotak Low Duration Fund - Direct Plan - Growth | 2 | 14043.91 | 0.68 | 1.56 | 3.73 | 8.18 | 7.94 |
Nippon India Low Duration Fund - Direct Plan - Growth | 2 | 9917.09 | 0.67 | 1.60 | 3.75 | 8.11 | 7.84 |
Axis Treasury Advantage Fund - Direct Plan - Growth | 3 | 7517.22 | 0.63 | 1.58 | 3.71 | 8.08 | 7.81 |
Mahindra Manulife Low Duration Fund - Direct Plan - Growth | 1 | 576.54 | 0.62 | 1.64 | 3.69 | 8.07 | 7.85 |
Mirae Asset Low Duration Fund - Direct Plan - Growth | 3 | 2231.96 | 0.65 | 1.59 | 3.70 | 8.06 | 7.75 |
Aditya Birla Sun Life Low Duration Fund - Direct Plan - Growth | 1 | 13096.92 | 0.70 | 1.57 | 3.74 | 8.03 | 7.87 |
HDFC Low Duration Fund - Direct Plan - Growth | 2 | 24466.14 | 0.66 | 1.53 | 3.67 | 8.01 | 7.92 |
ICICI Prudential Savings Fund - Direct Plan - Growth | 3 | 27720.41 | 0.64 | 1.56 | 3.65 | 7.97 | 7.91 |
Sundaram Low Duration Fund - Direct Plan - Growth | 3 | 389.65 | 0.62 | 1.55 | 3.60 | 7.94 | 7.78 |
Out of 38 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 3 is/are ranked 4 * , 11 is/are ranked 3 * , 2 is/are ranked 2 * , 2 is/are ranked 1 * , and 18 schemes are not ranked. See more about AMC
Scheme Name |
Crisil Rank |
Asset Size (Cr) |
1M |
3M |
6M |
1Y |
3Y |
---|---|---|---|---|---|---|---|
Sundaram Mid Cap Fund - Direct Plan - Growth | 4 | 12585.11 | 0.56 | 1.10 | 14.40 | -0.22 | 24.94 |
Sundaram Liquid Fund - Direct Plan - Growth | 3 | 7481.60 | 0.49 | 1.44 | 3.04 | 6.88 | 7.11 |
Sundaram Aggressive Hybrid Fund - Direct Plan - Growth | 3 | 6944.38 | 1.19 | 0.62 | 7.55 | 1.48 | 14.73 |
Sundaram Large and Mid Cap Fund - Direct Plan - Growth | 2 | 6740.02 | 1.57 | 1.60 | 11.47 | -0.13 | 18.34 |
Sundaram Services Fund - Direct Plan - Growth | NA | 4425.86 | 0.34 | -0.74 | 11.93 | 4.90 | 20.17 |
Sundaram Small Cap Fund - Direct Plan - Growth | 3 | 3340.55 | -0.28 | -1.93 | 14.30 | -3.13 | 22.04 |
Sundaram Large Cap Fund - Direct Plan - Growth | 1 | 3279.53 | 0.76 | -0.16 | 7.26 | -0.89 | 14.62 |
Sundaram Multi Cap Fund - Direct Plan - Growth | 2 | 2828.73 | 0.59 | 0.55 | 12.33 | 0.87 | 19.21 |
Sundaram Multi Asset Allocation Fund - Direct Plan - Growth | NA | 2798.62 | 4.30 | 6.36 | 13.66 | 14.29 | 0.00 |
Sundaram Ultra Short Duration Fund - Direct Plan - Growth | 3 | 2111.91 | 0.57 | 1.50 | 3.43 | 7.55 | 7.53 |