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you are here: Moneycontrol Mutual Funds Low Duration Fund Sundaram Mutual Fund Sundaram Low Duration Fund - Direct Plan (G)

Sundaram Low Duration Fund - Direct Plan (G)

Previous Name: Sundaram Ultra Short Term Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 119680
25.414 0.01 ( 0.05 %)
NAV as on 14 Nov, 2018
Crisil MF Rank
Riskometer
MODERATELY LOW
FUND CLASS
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Info

Good performance in the category

The scheme is ranked 2 in Low Duration Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Sundaram Ultra Short Term Fund has been renamed as Sundaram Low Duration Fund w.e.f. May 04, 2018

Chart

  • Benchmark Index

  • View Historic Graph

Returns (NAV as on Nov 14, 2018)
Period Returns(%) Rank#
1 Month 0.7 17
3 Months 1.7 10
6 Months 3.7 16
1 Year 7.1 9
2 Years 7.3 11
3 Years 7.7 16
5 Years 8.4 10

# Moneycontrol Rank within 68 Low Duration Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.8 1.4 1.6 - -
2017 1.8 1.7 1.8 1.4 7.1
2016 2.3 1.9 2.2 1.7 8.6
2015 2.3 1.9 2.1 1.7 8.6
2014 2.4 2.3 2.1 2.2 9.6
2013 2.0 2.2 2.4 2.5 9.8

View where it stands within its peers

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Performance

Fund returns v/s Category average (Low Duration Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.7 1.7 3.7 7.1 7.3 7.7 8.4
Category average 0.7 1.5 3.4 6.3 6.5 7 7.4
Difference of Fund returns and Category returns 0 0.2 0.3 0.8 0.8 0.7 1
Best of Category 0.8 1.9 4.3 7.7 8.4 9 9.5
Worst of Category -0.1 0.1 0.2 5.1 5.5 6.3 5.8
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 01, 2013

  • Benchmark:

    CRISIL Short Term Bond Fund

  • Asset size (Rs Cr):

    1443.86 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Dwijendra Srivatsava / Siddharth Chaudhary
    View performance of schemes managed by the Fund Manager

  • Notes:

    Sundaram Ultra Short Term Fund has been renamed as Sundaram Low Duration Fund w.e.f. May 04, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Savings Fund - Direct Plan (G) 12,178.26 349.1 1.8 3.9 6.8 7.9 8.5
HDFC Low Duration Fund - Direct Plan (G) 2,339.13 39.5 1.7 3.7 6.4 7.8 8.3
HDFC Low Duration Fund - Wholesale Plan (G) 74.34 40.2 1.6 3.7 6.3 7.7 8.2
HDFC Low Duration Fund - Retail Plan (G) 8,998.17 37.9 1.4 3.3 5.7 7.0 7.5
Reliance Low Duration Fund - Direct Plan (G) 7,848.09 2543 1.7 3.9 6.9 7.7 8.4
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Tata Motors Ltd - 10.3% - 30/11/2018 CARE AA+ 62.31 7.60
JM Financial Products Ltd - 8.5374% - 21/12/2018 CRISIL AA 62.31 3.60
Shriram Transport Finance Company Ltd - 7.95% - 13/06/2019 CRISIL AA+ 14.76 3.56
Dewan Housing Finance Corporation Ltd - 9.05% - 09/09/2019 BWR AAA 29.52 3.47
Vivriti Pugh 072018 - 9.247294% - 17/02/2019 CARE A1+ (SO) 24.92 3.04
Hero Fincorp Ltd - 8.8% - 12/07/2019 ICRA AA+ 29.19 2.87
TMF Holdings Ltd - 24/01/2020 CRISIL AA 24.92 2.04
Daimler Financial Services India P Ltd - 8.05% - 13/12/2018 IND AAA 16.73 1.80
IIERT-August 2017 - 8.6395% - 16/02/2022 CRISIL AAA (SO) 28.45 1.80
Tata Capital Financial Services Ltd - 8.85% - 03/05/2019 ICRA AAA 23.53 1.80
Asset Allocation (%) As on Sep 29, 2018
Equity 0.00
Others 0.00
Debt 50.33
Mutual Funds 0.00
Money Market 44.29
Cash / Call 5.35
Sector Allocation (%) As on Sep 29, 2018
Sector %
No Sector Allocation Data Available
Concentration As on Sep 29, 2018
Holdings %
Top 5 21.27
Top 10 50.33
Sectors %
Top 3
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