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Compare JM Low Duration Fund vs Sundaram Low Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Low to Moderate | Low to Moderate |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 0.72 | 1.15 |
NAV | ₹37.06 | ₹3462.51 |
Fund Started | 25 Sep 2006 | 19 Aug 2004 |
Fund Size | ₹232.37 Cr | ₹398.40 Cr |
Exit Load | - | - |
Risk
Low to Moderate
Low to Moderate
Rating
4.0
4.0
Min SIP Amount
₹100
₹1000
Expense Ratio
0.72
1.15
NAV
₹37.06
₹3462.51
Fund Started
25 Sep 2006
19 Aug 2004
Fund Size
₹232.37 Cr
₹398.40 Cr
Exit Load
-
-
Returns
1 Year | 7.94% | 7.83% |
3 Year | 6.90% | 6.80% |
5 Year | 9.40% | 7.22% |
1 Year
7.94%
7.83%
3 Year
6.90%
6.80%
5 Year
9.40%
7.22%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 3.45% | 18.82% |
Equity
0.00%
0.00%
Cash
3.45%
18.82%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Killol Pandya | Dwijendra Srivastava |
Start Date | 05 Nov 2024 | 03 Nov 2015 |
Name
Killol Pandya
Dwijendra Srivastava
Start Date
05 Nov 2024
03 Nov 2015
About Fund
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 |
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