Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Quarterly IDCW
Category: Debt: Low Duration
Launch Date: 02-01-2013
AUM:
₹ 347.03 Cr
Expense Ratio
1.24%
Benchmark
Nifty Low Duration Debt Index A-I
ISIN
INF903JA1JT4
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
250
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Quarterly IDCW | 7.72 | 6.5 | - |
| 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
1217.4769
Last change
0.08 (0.0062%)
Fund Size (AUM)
₹ 347.03 Cr
Performance
6.21% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
Riskometer
Low to Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| IDBI Bank Ltd - 27/05/2025 | 7.23 |
| HDFC Bank Ltd - 27/05/2025 | 7.23 |
| AU Small Finance Bank Ltd - 01/10/2025 | 7.04 |
| Shriram Finance Ltd - 9.2% - 22/05/2026 | 4.41 |
| Can Fin Homes Ltd - 8.45% - 27/05/2026 | 4.41 |
| REC LTD - 7.56% - 30/06/2026 | 4.4 |
| IndusInd Bank Ltd - 21/11/2025 | 4.19 |
| Bharti Telecom Ltd - 8.9% - 04/12/2025 | 3.52 |
| Small Industries Development Bank of India - 7.68% - 10/08/2027 | 2.95 |
| REC LTD - 7.64% - 30/06/2026 | 2.94 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 100.0 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Low Duration Fund Reg Quarterly IDCW | 0.0 |
| HSBC Low Duration Fund Reg Gr | 6.75 |
| UTI Low Duration Fund Reg Gr | 7.25 |
| ICICI Pru Savings Gr | 6.75 |
| Axis Treasury Advtg Reg Gr | 6.21 |
| Axis Treasury Advtg Ret Gr | 6.21 |
| Invesco India Low Duration Gr | 5.97 |
| Tata Treasury Advtg Reg Gr | 6.04 |
| JM Low Duration Gr | 9.53 |
| DSP Low Duration Reg Gr | 5.9 |