Sundaram Low Duration Fund - Growth - Regular Plan

Other Plans and Options
  • 0.04 %Nav, as on 17-04-2025

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  • Net Change on 17-04-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary investment objective of the Floating Rate Fund will be to generate income consistent with the prudent risk from a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate return, and also fixed rate instruments and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option 13.44 8.97 7.64 6.46 5.35 6.15
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
NIFTY Low Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Sep 14, 2004 7.64 6.46 5.35 1.24 342.03
ICICI Prudential Savings Fund - Growth Sep 27, 2002 8.21 7.33 6.70 0.53 21,473.61
HDFC Low Duration Fund - Growth Nov 18, 1999 7.75 6.75 6.24 1.01 18,185.04
SBI MAGNUM LOW DURATION FUND - REGULAR PLAN - GROWTH Jul 26, 2007 7.66 6.56 5.72 0.93 14,392.26
Aditya Birla Sun Life Low Duration Fund - Growth Plan May 14, 1998 7.43 6.51 5.97 1.19 11,918.97
Kotak Low Duration Fund- Regular Plan-Growth Option Mar 06, 2008 7.67 6.54 5.98 1.17 11,266.23

Fund Holdings as on 31-March-2025

  • HDFC Bank Ltd - 27/05/2025

  • IDBI Bank Ltd - 27/05/2025**

  • AU Small Finance Bank Ltd - 01/10/2025**

  • Can Fin Homes Ltd - 8.45% - 27/05/2026**

  • Shriram Finance Ltd - 9.2% - 22/05/2026**

  • REC LTD - 7.56% - 30/06/2026**

  • IndusInd Bank Ltd - 21/11/2025**

  • Bharti Telecom Ltd - 8.9% - 04/12/2025**

  • Small Industries Development Bank of India - 7.68% - 10/08/2027**

  • REC LTD - 7.64% - 30/06/2026**

  • PNB Housing Finance Ltd - 8.15% - 29/07/2027**

  • Small Industries Development Bank of India - 7.43% - 31/08/2026**

  • Muthoot Finance Ltd - 8.3% - 06/01/2026**

  • JM Financial Products Ltd - 8.92% - 16/11/2026**

  • Indian Railway Finance Corporation Ltd - 7.23% - 15/10/2026**

  • National Bank for Agriculture & Rural Development - 7.35% - 08/07/2025**

  • Julius Baer Capital (India) Private Ltd - 17/06/2025**

  • Export Import Bank of India - 24/10/2025**

  • Small Industries Development Bank of India - 27/02/2026**

  • National Bank for Agriculture & Rural Development - 27/02/2026**

  • Export Import Bank of India - 20/03/2026**

  • Godrej Industries Ltd - 8.36% - 28/08/2026**

  • Can Fin Homes Ltd - 8.09% - 04/01/2027**

  • 7.32% Government Securities-13/11/2030

  • REC LTD - 7.77% - 30/09/2026**

  • REC LTD - 7.56% - 31/08/2027**

  • Shriram Finance Ltd - 9.25% - 19/12/2025**

  • Cholamandalam Investment and Finance Co Ltd - 8.45% - 21/11/2025**

  • Embassy Office Parks REIT - 7.77% - 05/06/2025**

  • National Bank for Agriculture & Rural Development - 25/03/2026**

  • 7.04% Central Government Securities 03/06/2029

  • Muthoot Finance Ltd - 8.65% - 31/01/2028

  • 7.38% Central Government Securities 20/06/2027

  • TREPS

  • Cash and Other Net Current Assets^

  • Corporate Debt Market Development Fund - Class A2

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  • Miscellaneous

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AAA

  • ICRA AA+

  • ICRA AAA

  • IND AA+

  • Sovereign

  • Unrated

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About Sundaram Low Duration Fund

Scheme Analysis

Sundaram Low Duration Fund is a Debt - Low Duration Fund fund and belongs to Sundaram Mutual Fund. It was launched on 14-Sep-2004 and currently has an AUM of ₹342.03 crore. Sundaram Low Duration Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and NIFTY Low Duration Debt Index as secondary index.

The NAV of Sundaram Low Duration Fund ended up ₹1.35(0.04%)yesterday to ₹3416.7048.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd - 27/05/2025, and

The Sundaram Low Duration Fund is managed by Dwijendra Srivastava and Sandeep Agarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156