• Home
  • MF Research
  • Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option

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

Debt: Low Duration Open Ended Scheme
Download Fund Card download share-white
arrow-up
NAV
₹ 3572.1773 ₹ 0.76 (0.02 %)
as on 09-02-2026
Asset Size (AUM)
472.15 Cr
Launch Date
Jan 01, 2013
Invest in this scheme
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.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jan 01, 2013
arrow-up

7.03

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
1.21%
Volatility
4.09 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
NIL
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Profile
Credit Quality Porfolio (%)
SOV 9.47
AAA 71.57
AA 12.93
A -
BBB -
Below BBB -
D -
Note: AAA includes A1, A includes A2, BBB includes A3.
Scheme Category % of Change
month-on-month
Duration 0.99 2.05 0.12
Maturity 1.21 2.67 0.16
YTM 7.84 7.75 0.01
Other Schemes of the Same Category
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
HSBC Low Duration Fund - Regular Growth
ICICI Prudential Savings Fund - Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Axis Treasury Advantage Fund - Regular Plan - Growth Option
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Canara Robeco Savings Fund - Regular Plan - Growth Option
HDFC Low Duration Fund - Growth
Invesco India Low Duration Fund - Growth
Nippon India Low Duration Fund- Growth Plan - Growth Option
Performance

Scheme Performance (%)

Data as on - 09-02-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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.
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 6.4 6.82 6.72 7.13 5.84
HSBC Low Duration Fund - Regular Growth 01-01-2013 8.18 7.8 7.61 6.14 6.66
ICICI Prudential Savings Fund - Growth 27-09-2002 7.42 7.66 7.7 6.36 7.19
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.21 7.41 7.36 7.21 6.1
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.19 7.4 7.31 6.12 6.8
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.19 7.4 7.31 6.12 6.7
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 6.91 7.11 7.1 5.8 6.49
HDFC Low Duration Fund - Growth 05-11-1999 6.88 7.13 7.13 5.93 6.67
Invesco India Low Duration Fund - Growth 18-01-2007 6.86 7.18 7.12 5.88 6.65
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 6.84 7.11 7.04 5.98 6.6
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings