Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Category: Debt: Low Duration
Launch Date: 02-01-2013
AUM:
₹ 396.96 Cr
Expense Ratio
1.15%
Benchmark
Nifty Low Duration Debt Index A-I
ISIN
INF173K01DJ0
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)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 7.8 | 6.81 | 6.58 |
| 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
1094.415
Last change
0.56 (0.051%)
Fund Size (AUM)
₹ 396.96 Cr
Performance
3.45% (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 (%) |
|---|---|
| TREPS | 17.18 |
| Punjab National Bank - 18/03/2026 | 5.97 |
| Bank of Baroda - 12/12/2025 | 4.85 |
| IDFC First Bank Ltd - 25/05/2026 | 4.71 |
| Can Fin Homes Ltd - 8.45% - 27/05/2026 | 3.82 |
| Shriram Finance Ltd - 9.2% - 22/05/2026 | 3.81 |
| REC LTD - 7.56% - 30/06/2026 | 3.8 |
| Bharti Telecom Ltd - 8.9% - 04/12/2025 | 3.03 |
| Small Industries Development Bank of India - 7.68% - 10/08/2027 | 2.57 |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 2.55 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Low Duration Fund IDCW | 6.58 |
| HSBC Low Duration Fund Reg Gr | 6.48 |
| ICICI Pru Savings Gr | 6.42 |
| UTI Low Duration Fund Reg Gr | 7.06 |
| Axis Treasury Advtg Reg Gr | 5.99 |
| Axis Treasury Advtg Ret Gr | 5.99 |
| Nippon India Low Duration Gr Gr | 5.94 |
| Invesco India Low Duration Gr | 5.74 |
| Canara Robeco Savings Reg Gr | 5.6 |
| Tata Treasury Advtg Reg Gr | 5.83 |