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
-%

Sundaram Low Duration Reg-G

Invest now
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

Contact Information

Address:

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.

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