Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Category: Debt: Low Duration
Launch Date: 01-01-2013
AUM:
₹ 382.89 Cr
Expense Ratio
1.15%
Benchmark
Nifty Low Duration Debt Index A-I
ISIN
INF173K01DG6
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
FM1 - Mr. Sandeep Agarwal, FM2 - Mr. Dwijendra Srivastava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | 6.85 | 6.82 | 7.09 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
3557.362
Last change
1.3 (0.0365%)
Fund Size (AUM)
₹ 382.89 Cr
Performance
7.05% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate regular income & capital appreciation through investments in debt securities and money market instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Fund Manager
FM1 - Mr. Sandeep Agarwal, FM2 - Mr. Dwijendra Srivastava
Riskometer
Low to Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/2026 | 6.51 |
| Bank of Baroda - 06/02/2026 | 6.46 |
| 182 Days - T Bill - 19/02/2026 | 6.45 |
| Bharti Telecom Ltd - 8.65% - 05/11/2027 | 5.35 |
| National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 | 3.99 |
| Shriram Finance Ltd - 9.2% - 22/05/2026 | 3.95 |
| Can Fin Homes Ltd - 8.45% - 27/05/2026 | 3.94 |
| REC LTD - 7.56% - 30/06/2026 | 3.94 |
| REC LTD - 6.52% - 31/01/2028 | 3.91 |
| HDFC Bank Ltd - 24/03/2026 | 3.85 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Low Duration Fund Gr | 7.09 |
| HSBC Low Duration Fund Reg Gr | 6.07 |
| ICICI Pru Savings Gr | 6.29 |
| UTI Low Duration Fund Reg Gr | 7.14 |
| Axis Treasury Advtg Reg Gr | 6.04 |
| Axis Treasury Advtg Ret Gr | 6.04 |
| Canara Robeco Savings Reg Gr | 5.73 |
| Nippon India Low Duration Gr Gr | 5.91 |
| Invesco India Low Duration Gr | 5.8 |
| JM Low Duration Gr | 5.64 |