Sundaram Low Duration-G

Fund Category: Low Duration

Fund Category Low Duration

Moderate Debt G

2 Morning Star

4 Value Research

NAV( 29 Apr 2025)

₹ 3425.5

0.93%

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Sundaram Low Duration-G

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Performance

6.51%3y Returns

0.03% 1D Returns

Investment details

Min SIP amount

₹ 1000
Min Lumpsum

₹ 1000
Lock In

0
Expense ratio

1.24%
Exit load

NIL

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 342 Cr
Plan

REGULAR
Launch date

19 Aug 2004
Fund type

OPEN
Fund benchmark

NIFTY Low Duration Debt Index A-I
ISIN

INF173K01DG6

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
AU Small Finance Bank Ltd CD 01/10/2025	7.04%
Godrej Industries Ltd SR I Debenture 8.36 28/08/2026	2.64%
JM Financial Products Ltd Debenture 8.92 16/11/2026	2.93%
Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027	2.95%
Export-Import Bank Of India CP 212-D 24/10/2025	2.81%
REC Ltd SR 225 NCD 7.64 30/06/2026	2.94%
IDBI Bank Ltd CD 27/05/2025	7.23%
Bharti Telecom Ltd SR XVI Debenture 8.90 04/12/2025	3.52%
Shriram Finance Ltd SR PPD XV 23-24 Debenture 9.25 19/12/2025	1.47%
GOI Sec 7.32 13/11/2030	1.52%
CDMDF Class A2	0.34%
Julius Baer Capital India Pvt Ltd CP 200-D 17/06/2025	2.88%
Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027	2.64%
GOI Sec 7.04 03/06/2029	1.19%
GOI Sec 7.38 20/06/2027	0.89%
Repo	0.84%
Small Industries Devp. Bank of India Ltd SR I Debenture 7.43	2.93%
Indian Railway Finance Corporation Ltd SR 171 Debenture 7.23 15/10/2026	2.92%
Embassy Office Parks REIT SR VII Debenture 7.77 05/06/2025	1.46%
Cash/Net Current Assets	0.41%
Export-Import Bank Of India CD 20/03/2026	2.73%
National Bank For Agriculture & Rural Development CD 25/03/2026	1.37%
Muthoot Finance Ltd Debenture 8.65 31/01/2028	1.02%
Cholamandalam Investment & Finance Company Ltd Debenture 8.45 21/11/2025	1.47%
Muthoot Finance Ltd Debenture 8.30 06/01/2026	2.93%
REC Ltd SR 227-A Debenture 7.77 30/09/2026	1.47%
Indusind Bank Ltd CD 21/11/2025	4.19%
Can Fin Homes Ltd FRB 8.45 27/05/2026	4.41%
REC Ltd SR 218 A Debenture 7.56 30/06/2026	4.4%
HDFC Bank Ltd CD 27/05/2025	7.23%
Small Industries Devp. Bank of India Ltd CD 27/02/2026	2.74%
National Bank For Agriculture & Rural Development CD 27/02/2026	2.74%
Shriram Finance Ltd SR PPD XXI OP2 Debenture 9.20 22/05/2026	4.41%
REC Ltd SR 236-B Debenture 7.56 31/08/2027	1.47%
National Bank For Agriculture & Rural Development SR 23B Debenture 7.35 08/07/2025	2.92%
PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027	2.93%

Sectors

Company	Allocation %
Others	1.59%
Construction	1.46%
Sovereign	3.60%
Consumer Staples	2.64%
Financial	87.17%
Communication	3.52%

Risk Associated

Moderate

Investors be aware that principal under this fund will be at Moderate risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 64,176 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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Dwijendra Srivastava

Funds Offered

20
AUM

₹ 25,425 Cr
Highest Return

13.15%

About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Sundaram Low Duration-G?

The current NAV of Sundaram Low Duration-G is ₹ 3425.4952

How much does Sundaram Low Duration-G charge as expense ratio?

The expense ratio of Sundaram Low Duration-G is 1.24%

How to Redeem Sundaram Low Duration-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Low Duration-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Sundaram Low Duration-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Low Duration-G based on your investment objective and risk profile.

What is the return of Sundaram Low Duration-G?

For Sundaram Low Duration-G, 3-year return is 6.51% per annum and 5-year return is 7.07% per annum. Check the return performance in detail on the page.