Compare JM Low Duration Fund vs Sundaram Low Duration Fund
Risk
Low to Moderate
Low to Moderate
Rating
3.0
2.0
Min SIP Amount
₹100
₹1000
Expense Ratio
0.89
1.21
NAV
₹38.57
₹3589.65
Fund Started
25 Sep 2006
19 Aug 2004
Fund Size
₹222.35 Cr
₹469.75 Cr
Exit Load
-
-
1 Year
5.95%
5.53%
3 Year
6.80%
6.56%
5 Year
5.72%
7.12%
Equity
0.00%
0.00%
Cash
2.01%
8.04%
Top 10 Holdings
-
-
Name
-
-
Start Date
-
-
Description
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.
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Launch Date
25 Sep 2006
19 Aug 2004
