Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Fund House: Sundaram Mutual Fund| Category: Debt: Low Duration |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: Nifty Low Duration Debt Index A-I |
| TER: 1.15% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 382.89 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
3561.0598
0.05 (0.0013%)
7.04%
Benchmark: 6.33%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 6.59 |
| Average Maturity | 1.01 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | 01-01-2013 | 6.68 | 6.93 | 6.78 | 7.07 | 5.86 |
| HSBC Low Duration Fund - Regular Growth | 01-01-2013 | 8.41 | 7.88 | 7.64 | 6.05 | 6.67 |
| ICICI Prudential Savings Fund - Growth | 27-09-2002 | 7.6 | 7.73 | 7.71 | 6.27 | 7.2 |
| UTI Low Duration Fund - Regular Plan - Growth Option | 21-03-2003 | 7.45 | 7.52 | 7.4 | 7.12 | 6.12 |
| Axis Treasury Advantage Fund - Regular Plan - Growth Option | 05-10-2009 | 7.41 | 7.49 | 7.35 | 6.02 | 6.81 |
| Axis Treasury Advantage Fund - Retail Plan - Growth Option | 15-03-2010 | 7.41 | 7.49 | 7.35 | 6.02 | 6.7 |
| Canara Robeco Savings Fund - Regular Plan - Growth Option | 05-03-2005 | 7.14 | 7.19 | 7.13 | 5.72 | 6.5 |
| Invesco India Low Duration Fund - Growth | 18-01-2007 | 7.12 | 7.31 | 7.16 | 5.78 | 6.66 |
| Nippon India Low Duration Fund- Growth Plan - Growth Option | 10-03-2007 | 7.11 | 7.22 | 7.07 | 5.89 | 6.61 |
| HDFC Low Duration Fund - Growth | 05-11-1999 | 7.1 | 7.2 | 7.16 | 5.82 | 6.67 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
98.36%
Others
1.65%
Scheme Documents
There are no scheme documents available
