Sundaram Low Duration Reg-G

Fund Category: Low Duration

Fund Category Low Duration

Moderate Debt G

4 Morning Star

0 Value Research

NAV( 29 Dec 2017)

₹ 23.31

-%

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Sundaram Low Duration Reg-G

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Performance

-%3y Returns

0.04% 1D Returns

Investment details

Min SIP amount

₹ 1000
Min Lumpsum

₹ 1000
Lock In

0
Expense ratio

1.02%
Exit load

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 550 Cr
Plan

REGULAR
Launch date

5 Apr 2007
Fund type

OPEN
Fund benchmark

NIFTY Low Duration Debt Index
ISIN

INF903J01EN2

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
IGH Holdings Pvt. Ltd.	2.03%
Reliance Industries Ltd.	5.09%
Sikka Ports and Terminals Ltd.	2.15%
Tata Power Solar Systems Ltd.	5.09%
IIFL Wealth Prime Ltd.	2.0%
IIFL Wealth Management Ltd	4.05%
Piramal Capital & Housing Finance Ltd.	3.85%
REC Ltd.	1.03%
Housing Development Finance Corpn. Ltd.	2.09%
Power Finance Corporation Ltd.	3.14%
Housing Development Finance Corpn. Ltd.	3.13%
Julius Baer Capital India Pvt Ltd.	3.03%
IIFL Wealth Prime Ltd.	1.02%
Aditya Birla Money Ltd.	4.03%
LIC Housing Finance Ltd.	1.98%
LIC Housing Finance Ltd.	2.06%
Export-Import Bank Of India	2.1%
Axis Bank Ltd.	3.03%
Axis Bank Ltd.	3.0%
Power Finance Corporation Ltd.	3.1%
National Bank For Agriculture & Rural Development	6.12%
Housing & Urban Development Corporation Ltd.	1.04%
National Highways Authority of India Ltd.	5.16%
GOI	1.07%

Sectors

Company	Allocation %
Services	5.16%
Sovereign	1.07%
Energy	7.24%
Financial	49.80%
Capital Goods	5.09%
Communication	2.03%

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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Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

46
AUM

₹ 56,229 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.