Sundaram Low Duration Fund Growth
Empty
1–3 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-0.8% AnnuallyAlpha
+0.0% vs +0.0% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Sundaram Low Duration Fund Growth
Benchmark Index
Benchmark Performance Comparison
Sundaram Low Duration Fund
FD Returns
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile
Standard Deviation0.5%
Sharpe Ratio2.13
Beta4.94
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities11.32%
Punjab National Bank (18/03/2026)Utilities6.55%
Bank Of BarodaUtilities5.33%
IDFC First Bank Ltd.Utilities5.17%
Shriram Finance LimitedUtilities4.15%
Can Fin Homes LimitedUtilities4.14%
Rural Electrification Corporation LimitedUtilities4.13%
Indian BankUtilities4.00%
Bharti Telecom LimitedUtilities3.29%
Small Industries Development Bank Of IndiaUtilities2.79%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.15%
Regulatory & Tax Information
INF173K01DG6
ISINDailyDealing Frequency
CRISIL Liquid Debt TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)