₹ 514.99 Cr
1.11%
Nifty Low Duration Debt Index A-I
INF903JA1JT4
1000.0
1000.0
250
Dwijendra Srivastava, Sandeep Agarwal
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Quarterly IDCW | 6.62 | - | - |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Company | Holdings (%) |
---|---|
Others | 10.99 |
7.17% Power Finance Corporation Ltd. 22/05/2025 | 4.83 |
Punjab National Bank% 13/06/2024 | 4.81 |
Reserve Bank of India% 364-D 13/02/2025 | 4.6 |
HDFC Bank Ltd.% 28/02/2025 | 4.57 |
Kotak Mahindra Bank Ltd.% 07/03/2025 | 4.56 |
7.78% National Housing Bank 26/04/2027 | 3.88 |
8.9% Bharti Telecom Ltd. 04/12/2025 | 3.31 |
7.38% GOI 20/06/2027 | 2.93 |
9.25% Shriram Finance Ltd 19/12/2025 | 2.93 |
Sector | Holdings (%) |
---|---|
Financial | 80.94 |
Others | 9.13 |
Sovereign | 3.91 |
Communication | 3.31 |
Consumer Staples | 1.75 |
Construction | 0.97 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Low Duration Fund Reg Quarterly IDCW | 0.0 |
ICICI Pru Savings Gr | 6.62 |
HSBC Low Duration Fund Reg Gr | 5.27 |
UTI Low Duration Fund Reg Gr | 4.68 |
HDFC Low Duration Retail Gr | 6.15 |
Axis Treasury Advtg Reg Gr | 6.17 |
Axis Treasury Advtg Ret Gr | 6.21 |
Invesco India Low Duration Gr | 5.98 |
Canara Robeco Savings Reg Gr | 5.66 |
DSP Low Duration Reg Gr | 6.0 |