Compare Sundaram Low Duration Fund vs JM Low Duration Fund
Fund Details
Risk | Low to Moderate | Low to Moderate |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.13 | 0.72 |
NAV | ₹3306.97 | ₹35.34 |
Fund Started | 19 Aug 2004 | 25 Sep 2006 |
Fund Size | ₹395.54 Cr | ₹225.71 Cr |
Exit Load | - | - |
Returns
1 Year | 7.24% | 7.26% |
3 Year | 5.80% | 5.83% |
5 Year | 6.86% | 9.20% |
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 6.49% | 6.27% |
Top Holdings
Top 10 Holdings | - | - |
Fund Manager
Name | Dwijendra Srivastava | Killol P Pandya |
Start Date | 03 Nov 2015 | 05 Nov 2024 |
About Fund
Description | The scheme will maintain a judicious mix of cash, short term and medium term instruments. | The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months. |
Launch Date | 19 Aug 2004 | 25 Sep 2006 |
