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NAV as on Jul 20, 2026
Benchmark
NIFTY Low Duration Debt Index A-I
Expense Ratio
0.40%
Fund Category
Fund Size
Rs 385 Crores
Exit Load
0.00%
Min. Investment
Rs 5,000
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Source: Dion Global
Sundaram Low Duration Fund - Direct Plan - Growth Fund Details
Investment Objective - To generate income consistent with the prudent risk from a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate return, and also fixed rate instruments and money market instruments.
Fund House
Return Since Launch
10.68%
Launch Date
Jan 1, 2013
Type
Open Ended
Riskometer
Moderate
Source: Dion Global
Ratio Analysis
Standard Deviation
0.47
Category Avg
Beta
1.11
Category Avg
Source: Dion Global
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 0.23 | 0.66 | 1.56 | 3.24 | 6.02 | 7.33 | 6.53 | 4.65 | 10.68 |
| Category Average (%) | 0.14 | 0.60 | 1.51 | 3.09 | 5.67 | 6.05 | 5.37 | NA | 6.96 |
| Rank within Category | 1 | 13 | 38 | 62 | 43 | 17 | 31 | 69 | 13 |
Source: Dion Global
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 590.01 | 22,339 | 0.15 | 0.65 | 1.63 | 3.37 | 6.38 | 7.54 | 6.69 | 7.17 | 13.99 | 0.42 | |
| 66.94 | 18,242 | 0.14 | 0.60 | 1.58 | 3.39 | 6.23 | 7.51 | 6.70 | 7.20 | 15.06 | 0.46 | |
| 3,873.55 | 13,394 | 0.16 | 0.64 | 1.51 | 3.15 | 5.96 | 7.27 | 6.46 | 6.82 | 10.51 | 0.44 | |
| 3,901.26 | 11,523 | 0.18 | 0.67 | 1.68 | 3.47 | 6.33 | 7.55 | 6.72 | 7.42 | 10.57 | 0.40 | |
| 777.10 | 9,775 | 0.15 | 0.63 | 1.60 | 3.31 | 6.19 | 7.43 | 6.73 | 7.31 | 16.33 | 0.42 | |
| 4,248.25 | 7,379 | 0.14 | 0.64 | 1.68 | 3.42 | 6.37 | 7.48 | 6.69 | 7.01 | 11.26 | 0.39 | |
| 42.15 | 5,986 | 0.12 | 0.57 | 1.55 | 3.32 | 6.00 | 7.15 | 6.29 | 6.76 | 11.20 | 0.36 | |
| 3,469.19 | 4,650 | 0.14 | 0.61 | 1.57 | 3.34 | 6.30 | 7.45 | 6.61 | 7.07 | 9.61 | 0.36 | |
| 21.83 | 4,244 | 0.14 | 0.60 | 1.55 | 3.30 | 5.96 | 7.18 | 6.36 | 6.82 | 7.11 | 0.30 | |
| 3,848.69 | 2,460 | 0.13 | 0.62 | 1.56 | 3.30 | 6.13 | 7.26 | 7.49 | 6.09 | 10.46 | 0.33 |
Source: Dion Global
Jul 20, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,301 (+6.02%)
Fund Manager
Mr. Ramakrishnan did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Societe Generale (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).
View MoreHere is the list of funds managed by Kumaresh Ramakrishnan
Scheme Name(Growth Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Hybrid - Aggressive | 184.43 | 8,941 | -0.62 | 10.66 | |
| Debt - Liquid | 2,488.83 | 6,365 | 6.46 | 6.28 | |
| Hybrid - Multi Asset Allocation | 13.55 | 3,268 | 8.03 | NA | |
| Hybrid - Dynamic Asset Allocation/Balanced Advantage | 41.75 | 1,664 | 0.84 | 9.31 | |
| Debt - Money Market | 16.13 | 1,240 | 6.23 | 6.39 | |
| Debt - Overnight | 1,452.88 | 854 | 5.30 | 5.63 | |
| Debt - Corporate Bond | 43.89 | 628 | 4.80 | 6.10 | |
| Debt - Low Duration | 3,956.99 | 385 | 6.02 | 6.53 | |
| Debt - Banking & PSU | 46.20 | 280 | 4.98 | 5.99 | |
| Debt - Short Duration | 50.94 | 184 | 5.47 | 6.61 |
Source: Dion Global
Jul 20, 2026
Top Performing Related Funds
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,644.47 | 14,026 | 0.39 | 1.16 | 5.28 | 9.20 | 8.51 | 21.64 | 19.24 | 15.71 | 45.71 | 1.07 | |
| 184.43 | 8,941 | 0.18 | 0.51 | 0.75 | -0.76 | -0.62 | 10.03 | 10.66 | 12.59 | 23.99 | 1.05 | |
| 102.97 | 6,991 | -0.05 | 2.25 | 6.45 | 7.35 | 7.46 | 14.89 | 14.49 | 15.46 | 18.80 | 1.68 | |
| 2,488.83 | 6,365 | 0.19 | 0.63 | 1.69 | 3.47 | 6.46 | 7.03 | 6.28 | 5.12 | 6.96 | 0.14 | |
| 39.80 | 4,934 | -0.16 | 3.49 | 7.81 | 4.73 | 4.16 | 15.70 | 16.30 | NA | 19.31 | 0.80 | |
| 322.26 | 3,872 | -0.80 | 0.01 | 10.01 | 16.64 | 9.27 | 18.84 | 17.81 | 15.40 | 29.20 | 0.89 |
Source: Dion Global
Jul 20, 2026
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