Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Category: Debt: Low Duration
Launch Date: 01-01-2013
Asset Class:
Benchmark: Nifty Low Duration Debt Index A-I
Expense Ratio: 0.0% As on ( 29-09-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 389.65 Cr As on ( 30-09-2025)
Turn over:
NAV as on 03-11-2025
3533.821
1.95 ( 0.0552% )
CAGR Since Inception
7.07%
Nifty Low Duration Debt Index A-I 6.34%
Performance of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Fund Managers

FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal

Investment Objective

To provide a level of income consistent with the preservation of capital and lower level of risk, through investments made primarily in money market and debt securities with maturity of up to 91 days only. The aim is to optimize returns while providing high level of security. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

Returns Calculator for Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 6.68 1.13
Debt: Low Duration - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Low Duration Fund Gr 01-01-2013 7.11 7.16 6.95 7.05 5.91
HSBC Low Duration Fund Reg Gr 01-01-2013 8.76 8.09 7.78 6.04 6.71
ICICI Pru Savings Gr 27-09-2002 7.86 7.88 7.78 6.36 7.23
UTI Low Duration Fund Reg Gr 21-03-2003 7.78 7.71 7.5 7.09 6.16
Axis Treasury Advtg Reg Gr 05-10-2009 7.75 7.67 7.44 6.0 6.85
Axis Treasury Advtg Ret Gr 15-03-2010 7.75 7.67 7.44 6.0 6.73
Nippon India Low Duration Gr Gr 10-03-2007 7.52 7.4 7.2 5.91 6.65
Invesco India Low Duration Gr 18-01-2007 7.5 7.47 7.28 5.76 6.7
JM Low Duration Gr 27-09-2006 7.49 7.35 7.09 5.6 6.19
Canara Robeco Savings Reg Gr 05-03-2005 7.47 7.41 7.27 5.69 6.55

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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