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: 397.37 As on (31-10-2025)
Expense Ratio: 1.1% As on (31-10-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 01-12-2025
3548.2094
0.5121
CAGR Since Inception
7.06%
Nifty Low Duration Debt Index A-I 6.33%
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 | 7.02 | 6.88 | 7.07 | 5.9 | 7.06 |
| Benchmark | - | - | - | - | - |
| Debt: Low Duration | 7.41 | 7.16 | 5.86 | 6.49 | 6.7 |
Funds Manager
FM1 - Mr. Sandeep Agarwal, FM2 - Mr. Dwijendra Srivastava
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 | 7.02 | 7.13 | 6.88 | 7.07 | 5.9 |
| HSBC Low Duration Fund Reg Gr | 01-01-2013 | 8.7 | 8.09 | 7.72 | 6.04 | 6.7 |
| ICICI Pru Savings Gr | 27-09-2002 | 7.88 | 7.92 | 7.76 | 6.34 | 7.23 |
| UTI Low Duration Fund Reg Gr | 21-03-2003 | 7.75 | 7.71 | 7.49 | 7.12 | 6.16 |
| Axis Treasury Advtg Reg Gr | 05-10-2009 | 7.68 | 7.68 | 7.43 | 6.02 | 6.85 |
| Axis Treasury Advtg Ret Gr | 15-03-2010 | 7.68 | 7.68 | 7.43 | 6.02 | 6.73 |
| Nippon India Low Duration Gr Gr | 10-03-2007 | 7.5 | 7.43 | 7.16 | 5.9 | 6.65 |
| Canara Robeco Savings Reg Gr | 05-03-2005 | 7.44 | 7.4 | 7.23 | 5.71 | 6.54 |
| Invesco India Low Duration Gr | 18-01-2007 | 7.44 | 7.48 | 7.24 | 5.77 | 6.7 |
| HDFC Low Duration Gr | 05-11-1999 | 7.4 | 7.4 | 7.24 | 5.9 | 6.7 |
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 | 6.62 | 1.08 |
| Debt: Low Duration | - | - | - | - | - | - |