Sundaram Low Duration Fund
Empty
1–3 yearsInvestment Horizon
Empty
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
Benchmark Index
Benchmark Performance Comparison
Sundaram Low Duration Fund
FD 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)