SCHEME OVERVIEW

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

(Erstwhile Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Monthly Income Distribution CUM Capital Withdrawal Option)

Category: Debt: Low Duration
Launch Date: 02-01-2013
Asset Class:
Benchmark: Nifty Low Duration Debt Index A-I
Expense Ratio: 0.0% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 544.59 Cr As on (29-08-2025)
Turn over:
NAV as on 16-09-2025

1105.59

0.3 (0.0273%)

CAGR Since Inception

3.47%

Nifty Low Duration Debt Index A-I 6.35%

PERFORMANCE of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Scheme Performance (%) Data as on - 16-09-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) 7.13 6.82 5.51 3.63 3.47
Benchmark - - - - -
Debt: Low Duration 7.55 7.07 5.85 6.54 6.55

Yearly Performance (%)

Nav Movement

Fund Managers

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

Investment Objective

To generate regular income & capital appreciation through investments in debt securities and money market instruments

RETURNS CALCULATOR for Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) 4.09 0.53 0.03 -1.06 6.25 0.76
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 (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) 02-01-2013 7.13 7.1 6.82 5.51 3.63
HSBC Low Duration Fund - Regular Growth 01-01-2013 8.88 8.05 7.64 6.06 6.81
ICICI Prudential Savings Fund - Growth 27-09-2002 7.96 7.76 7.69 6.38 7.27
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.86 7.59 7.33 6.0 6.9
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.86 7.59 7.33 6.0 6.76
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.8 7.63 7.37 7.07 6.2
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 7.64 7.33 7.05 5.92 6.69
Invesco India Low Duration Fund - Growth 18-01-2007 7.6 7.43 7.15 5.75 6.75
JM Low Duration Fund (Regular) - Growth Option 27-09-2006 7.57 7.32 6.97 5.57 6.22
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.54 7.34 7.14 5.66 6.58

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)