Sundaram Low Duration Fund - Retail (G)

Sundaram Low Duration Fund - Retail (G)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately Low

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Dwijendra Srivastava
Fund Horizon OPEN
Inception Date 23-Apr-2007
Scheme AUM(CR) ` 553.92
Minimum SIP/LUMPSUM ` 1000/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates 1,7,14,20,25
Entry Load NIL
Exit Load NIL
Expense Ratio 3

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.64% 1.84%
3 Month -2.25% -4.01%
6 Month -5.90% -0.97%
1 Year -2.04% 3.18%
3 Year 3.56% 10.05%
5 Year 5.05% 6.92%
Since Inception 6.42% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others