Sundaram Low Duration Fund Weekly Reinvestment of Income Distribution cum Cap Wdrl
Fixed IncomeLow Duration
1010.42
0.35(0.03%)
NAV as on 28 Jun, 2024
CAGR
5.26%
- AUM (Crs.)382.90
- Expense Ratio1.15 %
- Sharpe Ratio / Category Average-1.31 / 1.21
- Standard Deviation / Category Average0.55 / 0.55
- Beta / Category Average0.61 / 1.22
- Portfolio Turnover / Category Average166.97 / 246.06
- Top 5 Debt Holdings Wt.27.65
- Top 10 Debt Holdings Wt.46.58
- Investment StyleLimited Sensitivity High Quality
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Credit Rating
Concentration
- No. of Debt Holdings--
- Top 10 Debt Holdings--
- Top 5 Debt Holdings--
View Holdings
Fundamentals
| Measures | Fund |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistorySandeep Agarwal, Dwijendra Srivastava
- Launch Date14 Sep, 2004
- BenchmarkS&P BSE 500
Objective
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Riskometer
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