Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Category: Debt: Low Duration
Launch Date: 01-01-2013
AUM:
₹ 516.26 Cr
Expense Ratio
0.0%
Benchmark
Nifty Low Duration Debt Index A-I
ISIN
INF173K01DG6
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | 7.57 | 6.86 | 6.98 |
| 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
3493.66
Last change
0.82 (0.0236%)
Fund Size (AUM)
₹ 516.26 Cr
Performance
7.08% (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
Fund Manager
FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal
Riskometer
Low to Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 91 Days - T Bill - 07/08/2025 | 19.35 |
| TREPS | 12.84 |
| Axis Bank Ltd - 16/12/2025 | 4.74 |
| Punjab National Bank - 18/03/2026 | 4.67 |
| Bank of Baroda - 12/12/2025 | 3.79 |
| IDFC First Bank Ltd - 25/05/2026 | 3.68 |
| Can Fin Homes Ltd - 8.45% - 27/05/2026 | 2.94 |
| Shriram Finance Ltd - 9.2% - 22/05/2026 | 2.94 |
| REC LTD - 7.56% - 30/06/2026 | 2.93 |
| Indian Bank - 04/12/2025 | 2.85 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Low Duration Fund Gr | 6.98 |
| HSBC Low Duration Fund Reg Gr | 6.04 |
| ICICI Pru Savings Gr | 6.36 |
| UTI Low Duration Fund Reg Gr | 7.04 |
| Axis Treasury Advtg Reg Gr | 5.97 |
| Axis Treasury Advtg Ret Gr | 5.97 |
| Nippon India Low Duration Gr Gr | 5.9 |
| Invesco India Low Duration Gr | 5.71 |
| JM Low Duration Gr | 5.53 |
| Bandhan Low Duration Reg Gr | 5.68 |