
NAV ₹3,808.21 as on 17 Nov 2025
RiskModerate
Fund Size₹397.37Cr
| NAV | ₹3,808.21 as on 17 Nov 2025 |
|---|---|
| Risk | Moderate |
| Fund Size | ₹397.37Cr |
Lock-in
No Lock-in
Min One Time Amount
₹1,000
Min Withdrawal Amount
₹-
Min SIP Amount
₹1,000
Min Additional Amount
₹1,000
Exit Load
Nil
Age
12 years 10 months (Since Jan 02, 2013)
Return since Launch
5.88%
Expense ratio
0.4%
Type
OPEN
AUM (Fund Size)
₹397.37
Risk Grade
Moderate
Benchmark
NIFTY Low Duration Debt Index A-I
Name:
Dwijendra Srivastava
Experience:
He has over 11 years of experience in the financial sector.Prior to joining Sundaram MF he has worked with JM Financial AMC ,Tata AMC Privated Ltd., Tower Capital and Securities , Indo Swiss Financial and Gontermann Pipers.
91.76%
6.19%
2.05%
REC Ltd
10.10%National Bank for Agriculture & Rural Development
6.40%Small Industries Development Bank of India Ltd
6.37%Jamnagar Utilities & Power Pvt Ltd
6.27%Bank of Baroda
6.19%HDFC Bank Ltd
6.16%Your investment will be at Moderate Risk
| Rank (total assets) | #21 in India |
|---|---|
| Total AUM | ₹74,005.23Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.92% | 2.52% | 1.22% | 0.48% |
| Category average | 7.59% | 2.41% | 1.19% | - |
| Rank within category | 10 | 9 | 11 | - |

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