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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
25.008 0.02 ( 0.08 %)
NAV as on 20 Aug, 2018
Crisil MF Rank
Riskometer
MODERATELY LOW
FUND CLASS
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Info

Very Good performance in the category

The scheme is ranked 1 in Low Duration Fund category by Crisil (for quarter ended Jun 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 Aug 20, 2018)
Period Returns(%) Rank#
1 Month 0.6 33
3 Months 2.1 35
6 Months 3.7 18
1 Year 7.0 10
2 Years 7.4 14
3 Years 7.8 18
5 Years 8.6 11

# 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 - - -
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 0.6 2.1 3.7 7 7.4 7.8 8.6
Category average 0.6 2 3.4 6.3 6.7 7 7.6
Difference of Fund returns and Category returns 0 0.1 0.3 0.7 0.7 0.8 1
Best of Category 0.7 2.5 4.2 7.7 8.9 9.2 9.8
Worst of Category 0.5 0.3 0.2 5 5.8 3.9 6.1
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(%)
UTI Treasury Advantage Fund - Retail Plan (G) 38.38 4473.6 2.0 3.3 6.1 7.3 8.0
Reliance Low Duration Fund - Direct Plan (G) 7,848.09 2502.5 2.3 3.7 6.8 7.8 8.6
Reliance Low Duration Fund (G) 7,004.76 2454.2 2.2 3.5 6.4 7.5 8.2
Reliance Low Duration Fund - Retail Plan (G) 93.33 2360.5 2.1 3.3 6.0 7.0 7.8
HDFC Low Duration Fund - Retail Plan (G) 8,998.17 37.4 2.0 3.2 5.7 7.1 7.8
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
Money Market Instruments - CP 207.71 19.66
Money Market Instruments - CD 198.73 18.81
CBLO 112.73 10.67
70 DAYS - DCMB 21/08/2018 Sovereign 96.67 9.15
Treasury Bills 96.67 9.15
Edelweiss Commodities Services Ltd - 06/07/2018 CRISIL A1+ 64.98 6.15
Axis Bank Ltd - 20/12/2018 CRISIL A1+ 62.86 5.95
Export Import Bank of India - 19/09/2018 CRISIL A1+ 58.85 5.57
IndusInd Bank Ltd - 20/03/2019 CRISIL A1+ 46.17 4.37
HDFC Bank Ltd - 08/03/2019 IND A1+ 30.85 2.92
Asset Allocation (%) As on Jun 30, 2018
Equity 0.00
Others 0.00
Debt 37.51
Mutual Funds 0.00
Money Market 58.29
Cash / Call 4.19
Sector Allocation (%) As on Jun 30, 2018
Sector %
No Sector Allocation Data Available
Concentration As on Jun 30, 2018
Holdings %
Top 5 67.44
Top 10 105.91
Sectors %
Top 3 0
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