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Compare Sundaram Low Duration Fund vs JM Low Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Low to Moderate |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.13 | 0.73 |
NAV | ₹3339.41 | ₹35.71 |
Fund Started | 19 Aug 2004 | 25 Sep 2006 |
Fund Size | ₹410.31 Cr | ₹229.93 Cr |
Exit Load | - | - |
Risk
Moderate
Low to Moderate
Rating
4.0
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.13
0.73
NAV
₹3339.41
₹35.71
Fund Started
19 Aug 2004
25 Sep 2006
Fund Size
₹410.31 Cr
₹229.93 Cr
Exit Load
-
-
Returns
1 Year | 7.14% | 7.21% |
3 Year | 5.96% | 5.99% |
5 Year | 6.91% | 9.23% |
1 Year
7.14%
7.21%
3 Year
5.96%
5.99%
5 Year
6.91%
9.23%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 3.14% | 4.57% |
Equity
0.00%
0.00%
Cash
3.14%
4.57%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Dwijendra Srivastava | Killol Pandya |
Start Date | 03 Nov 2015 | 05 Nov 2024 |
Name
Dwijendra Srivastava
Killol 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 |
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
