Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Fund House: Sundaram Mutual Fund
Category: Debt: Low Duration
Status: Open Ended Schemes
Launch Date: 01-01-2013
Minimum Investment: 1000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: Nifty Low Duration Debt Index A-I
Total Assets: 544.59 As on (29-08-2025)
Expense Ratio: 0.0% As on (31-07-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 07-10-2025
3520.7741
0.3345
CAGR Since Inception
7.07%
Nifty Low Duration Debt Index A-I 6.34%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | 7.22 | 6.93 | 7.05 | 5.93 | 7.07 |
| Benchmark | - | - | - | - | - |
| Debt: Low Duration | 7.55 | 7.17 | 5.87 | 6.51 | 6.6 |
Funds Manager
FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal
RETURNS CALCULATORS for Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Low Duration Fund Gr | 01-01-2013 | 7.22 | 7.21 | 6.93 | 7.05 | 5.93 |
| HSBC Low Duration Fund Reg Gr | 01-01-2013 | 8.85 | 8.14 | 7.76 | 6.07 | 6.76 |
| ICICI Pru Savings Gr | 27-09-2002 | 7.96 | 7.88 | 7.76 | 6.39 | 7.25 |
| Axis Treasury Advtg Reg Gr | 05-10-2009 | 7.84 | 7.69 | 7.41 | 6.02 | 6.87 |
| Axis Treasury Advtg Ret Gr | 15-03-2010 | 7.84 | 7.69 | 7.41 | 6.02 | 6.74 |
| UTI Low Duration Fund Reg Gr | 21-03-2003 | 7.84 | 7.73 | 7.47 | 7.1 | 6.18 |
| Nippon India Low Duration Gr Gr | 10-03-2007 | 7.61 | 7.42 | 7.16 | 5.93 | 6.67 |
| Invesco India Low Duration Gr | 18-01-2007 | 7.6 | 7.51 | 7.25 | 5.77 | 6.72 |
| JM Low Duration Gr | 27-09-2006 | 7.56 | 7.38 | 7.05 | 5.6 | 6.2 |
| Canara Robeco Savings Reg Gr | 05-03-2005 | 7.54 | 7.44 | 7.26 | 5.7 | 6.56 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | 4.09 | 0.53 | 0.03 | -1.06 | 6.25 | 0.76 |
| Debt: Low Duration | - | - | - | - | - | - |