SA
Sandeep AgarwalLead
Since May 2022
AUM managed
₹34,734.87Cr
Tenure
Since May 2022
Funds
17
Sundaram Low Duration Gr
Low Duration FundSundaram Mutual Fund
NAV
₹3,701.14
-0.04% today
AUM
₹446.35 Cr
Fund size
Expense
1.14%
Regular plan
Min SIP
₹1,000
per month
Min Lumpsum
₹1,000
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank#18 of 19
Risk-o-meterModerate Risk
BenchmarkNIFTY Low Duration Debt TR INR (100%)
Number of holdings20
Inception14 Sept 2004
Exit load0.0
Debt metrics
Modified duration0.65 yrs
Average maturity0.73 yrs
Yield to maturity6.64%
Average credit qualityAAA
Standard deviation0.64%
Capital gains tax
Debt
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
Debt and other non-equity mutual fund gains are taxed at the investor's slab rate.
Fund managers
DS
Since Jan 2022
AUM managed
₹37,906.06Cr
Tenure
Since Jan 2022
Funds
20
KR
Since Jun 2026
AUM managed
₹32,112.09Cr
Tenure
Since Jun 2026
Funds
16
About Sundaram Low Duration Gr
Sundaram Low Duration Gr is an open-ended Low Duration Fund mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹3,701.14 per unit and the scheme manages ₹446.35 Cr in assets under management. The fund charges an expense ratio of 1.14% and is benchmarked against NIFTY Low Duration Debt TR INR (100%). Over the trailing 5 years, Sundaram Low Duration Gr has delivered +5.85% returns. SEBI's riskometer places this scheme in the Moderate Risk category, so read the scheme information document before investing.
Investment objective
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Sundaram Low Duration Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | +0.29% | +0.19% |
| 3 months | +1.29% | +1.07% |
| 6 months | +2.55% | +2.53% |
| 1 year | +5.00% | +5.19% |
| 3 years | +6.48% | +6.86% |
| 5 years | +5.85% | +6.18% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | +0.31% |
| 3 months | +1.91% | +0.97% |
| 6 months | +2.72% | +2.78% |
| 1 year | +5.30% | +5.18% |
| 3 years | +20.93% | +18.74% |
| 5 years | +32.55% | +30.43% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Sundaram Low Duration Gr — frequently asked questions
What is the NAV of Sundaram Low Duration Gr?
The latest net asset value (NAV) of Sundaram Low Duration Gr is ₹3,701.14 per unit, -0.04% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Sundaram Low Duration Gr delivered?
Sundaram Low Duration Gr has returned +5.85% over the trailing 5 years (1 year: +5.00%, 3 years: +6.48%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Sundaram Low Duration Gr?
Sundaram Low Duration Gr charges an expense ratio of 1.14% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Sundaram Low Duration Gr?
SEBI's riskometer classifies Sundaram Low Duration Gr as Moderate Risk, which is typical for a Low Duration Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Sundaram Low Duration Gr?
You can start a SIP in Sundaram Low Duration Gr from ₹1,000 per month, and the minimum lumpsum investment is ₹1,000.
Who manages Sundaram Low Duration Gr?
Sundaram Low Duration Gr is managed by Sundaram Mutual Fund, holds ₹446.35 Cr in assets under management and invests across 20 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Sundaram Mutual Fund
- Scheme category
- Debt
- Scheme sub-category
- Low Duration Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF173K01DG6
- Scheme code
- FSUSA08UR4