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.
Risk Profile
Standard Deviation0.7%
Sharpe Ratio-1.17
Beta2.64
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
INF903JA1JR8
ISINDailyDealing Frequency
CRISIL Liquid Debt TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)