Sundaram Low Duration Fund - Regular Plan Idcw Monthly Reinvestment

Debt Generate Interest income and beat FD returns
Low Duration Fund
Category Rank
Rating
  • The fund has an average portfolio and below average credit default risk
  • The fund has an average yield(expected return) as comapared to other funds in the category
  • The fund has average interest rate risk in line with other funds in the category
Fund
Fund sahi hai
Time to Invest
NAV
Rs.1093.7707 (09/05/2025)
L 52Wk H
1084.28
 
 1096.45

Asset Allocation for Sundaram Low Duration Fund - Regular Plan Idcw Monthly Reinvestment Fund Growth

Top 10 Holdings of Sundaram Low Duration Fund - Regular Plan Idcw Monthly Reinvestment

48.63 % of total assets
TREPS(12.48%)
HDFC Bank Ltd - 27/05/2025(5.89%)
Can Fin Homes Ltd - 8.45% - 27/05/2026**(4.49%)
Shriram Finance Ltd - 9.2% - 22/05/2026**(4.48%)
REC LTD - 7.56% - 30/06/2026**(4.47%)
IndusInd Bank Ltd - 21/11/2025**(4.27%)
Bharti Telecom Ltd - 8.9% - 04/12/2025**(3.57%)
Small Industries Development Bank of India - 7.68% - 10/08/2027(3.01%)
Power Finance Corporation Ltd - 8.03% - 02/05/2026(2.99%)
PNB Housing Finance Ltd - 8.15% - 29/07/2027**(2.99%)

Detailed Portfolio of Sundaram Low Duration Fund - Regular Plan Idcw Monthly Reinvestment

Portfolio Date -30 Apr 2025
Debt Holdings -32
Other Holdings -4

  • Equity Holdings

  • Debt Holdings

  • Other Holdings

Holdings % Weight Value Sahi Hai/Nahi

Insight on the composition of the Sundaram Low Duration Fund - Regular Plan Idcw Monthly Reinvestment

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Since this is low rated scheme, RANK MF research recommends that Investors should look for alternative schemes
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