SUNDARAM LOW DURATION FUND(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
SUNDARAM LOW DURATION FUND(G)	market linked	6.45 %	6.74 %	5.66 %
BenchMark : NIFTY Low Duration Debt Index	BenchMark Return	-	-	-
Value of Rs. 1,00,000 Invested	current value	106450	121613	131690

scheme objective	The primary investment objective of the Floating Rate Fund will be 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.
Category	Mutual Fund > Debt > Low Duration Fund
Fund Type	Open Ended
Fund Manager	Sandeep Agarwal
Minimum Amount for Lumpsum Investment (Rs.)	1000
Minimum Amount for SIP Investment (Rs.)	1000
Nav Date	05/02/2026
Nav	3572.84
AUM (Cr.)	462.81
AUM Date	31/01/2026
Expense Ratio Currently	1
Expense Ratio Date Currently	31/12/2025
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	Nil
Tax Treatment of Income	20% short term capital gains tax, 12.5% long term capital gains tax on incremental gains above 1.25 Lakhs in a given financial year.
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.