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Sundaram Low Duration Fund

Sundaram Mutual Fund Ultra Short to Short Term Fund As of 2026-07-31
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Holdings
36
Concentrated
Top 10 weight
61%
Concentration
Strategy data
N/A
Not reported
Equity
9%
Asset allocation

Portfolio

2Sectors 5Large positions 6.9%Top: ICRA AAA 0.0%Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Equity9%
Debt67%

Top holdings

TREPSDERIVATIVE
20.2%
Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/2026**DEBT
5.8%
Bank of Baroda - 05/02/2027**DEBT
5.6%
Export Import Bank of India - 01/03/2027**DEBT
5.6%
Canara Bank - 12/03/2027**DEBT
5.5%
91 Days - T Bill - 28/08/2026DEBT
4.6%
Embassy Office Parks REIT - 12/03/2027**REIT_INVIT
4.4%
National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028DEBT
3.5%
REC LTD - 6.52% - 31/01/2028**EQUITY
3.4%
Bharti Telecom Ltd - 8.65% - 05/11/2027DEBT
2.3%

AI Smart summary

Portfolio read

  • 9% equity, 67% debt.
  • 36 disclosed positions across 2 classified equity sectors.
  • Largest equity sector is ICRA AAA at 6.9% of the portfolio.

Watchpoints

  • Top 10 positions account for 61%, indicating high portfolio concentration.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Ultra Short to Short Term Fund.

SBI Low Duration Fund (Erstwhile known as SBI Magnum Low Duration Fund)59 holdings · 39% top 10
UTI Low Duration Fund44 holdings · 50% top 10
JM Low Duration Fund37 holdings · 45% top 10
BARODA BNP PARIBAS LOW DURATION FUND36 holdings · 55% top 10
Edelweiss Low Duration Fund26 holdings · 54% top 10
Union Low Duration Fund17 holdings · 72% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

ICRA AAA6.9%
ICRA AA+2.1%