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you are here: Moneycontrol Mutual Funds Ultra Short Term Debt Sundaram Mutual Fund Sundaram Low Duration Fund - Retail Plan (FD)

Sundaram Low Duration Fund - Retail Plan (FD)

Previous Name: Sundaram Ultra Short Term Fund - Retail Plan (FD)
Plan: Retail Plan | Option: Dividend | Type : Open-Ended | AMFI Code: 105550
Fact Sheet Buy
11.172 0.00 ( 0.02 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY LOW
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Info

Not Ranked

The scheme is Not Ranked in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2018 ) 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

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month 0.4 102
3 Months 0.3 81
6 Months 0.5 85
1 Year 0.9 94
2 Years 1.9 126
3 Years 1.6 135
5 Years 1.4 134

# Moneycontrol Rank within 159 Ultra Short Term Debt 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 0.6 - - - -
2017 0.4 0.2 0.5 0.2 1.1
2016 0.5 0.1 0.5 0.3 1.2
2015 0.7 -0.2 0.3 0.2 1.2
2014 0.3 0.0 0.4 0.5 0.7
2013 0.1 0.4 0.4 0.1 1.3

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.4 0.3 0.5 0.9 0.9 1.9 1.6
Category average 0.7 1.4 2.9 5.9 6.8 7.2 7.4
Difference of Fund returns and Category returns -0.3 -1.1 -2.4 -5 -5.9 -5.3 -5.8
Best of Category 0.9 1.9 3.8 7.7 8.6 9 9.4
Worst of Category 0.3 0.1 0.2 3.6 5.1 3.9 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:

    Dividend

  • Launch Date:

    Feb 04, 2007

  • Benchmark:

    CRISIL Short Term Bond Fund

  • Asset size (Rs Cr):

    10.39 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    Rs.0.02 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 4418.8 1.4 2.9 5.9 7.3 7.9
HDFC Low Duration Fund - Retail Plan (G) 8,998.17 37 1.2 2.7 5.6 7.1 7.6
Reliance Low Duration Fund - Retail Plan (G) 93.33 2332.9 1.4 3.0 5.8 7.0 7.8
Reliance Low Duration Fund (G) 7,004.76 2423.7 1.5 3.2 6.3 7.5 8.2
ICICI Prudential Savings Fund - Retail Plan (G) 33.67 193.6 1.3 2.8 5.6 7.1 7.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
Money Market Instruments - Cps 411.65 22.19
Money Market Instruments - CDs 392.09 21.14
Rural Electrification Corporation Ltd - 04/09/2018** CRISIL A1+ 139.19 7.50
Axis Bank Ltd - 27/08/2018** CRISIL A1+ 98.25 5.30
Export Import Bank of India - 19/09/2018** CRISIL A1+ 98.25 4.84
ICICI Bank Ltd - 04/09/2018** ICRA A1+ 73.56 3.97
IndusInd Bank Ltd - 20/03/2019** CRISIL A1+ 73.56 3.80
Chennai Petroleum Corporation Ltd - 04/06/2018** CRISIL A1+ 69.96 3.77
Housing Development Finance Corporation Ltd - 06/08/2018** CRISIL A1+ 49.31 2.66
ICICI Bank Ltd - 15/03/2019** ICRA A1+ 89.84 2.54
Asset Allocation (%) As on May 31, 2018
Equity 0.00
Others 0.00
Debt 40.57
Mutual Funds 0.00
Money Market 43.34
Cash / Call 16.10
Sector Allocation (%) As on May 31, 2018
Sector %
No Sector Allocation Data Available
Concentration As on May 31, 2018
Holdings %
Top 5 60.97
Top 10 86.67
Sectors %
Top 3 0
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