Sundaram Low Duration Fund - Growth - Regular Plan

Other Plans and Options
  • 0.12 %Nav, as on 28-03-2025

  • Previous Nav

  • Net Change on 28-03-2025

  • 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 9.83 7.66 7.39 6.29 5.30 6.13
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 7.39 6.29 5.30 1.24 372.68
ICICI Prudential Savings Fund - Growth Sep 27, 2002 7.90 7.14 6.58 0.53 22,237.65
HDFC Low Duration Fund - Growth Nov 18, 1999 7.45 6.52 6.12 1.01 18,130.90
SBI MAGNUM LOW DURATION FUND - REGULAR PLAN - GROWTH Jul 26, 2007 7.32 6.35 5.65 0.97 12,334.94
Aditya Birla Sun Life Low Duration Fund - Growth Plan May 14, 1998 7.11 6.30 5.91 1.19 12,214.04
Kotak Low Duration Fund- Regular Plan-Growth Option Mar 06, 2008 7.36 6.31 5.89 1.17 11,754.82

Fund Holdings as on 28-February-2025

  • TREPS

  • 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**

  • 7.38% Central Government Securities 20/06/2027

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

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

  • REC LTD - 7.64% - 30/06/2026

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

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

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

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

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

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

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

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

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

  • Cash and Other Net Current Assets^

  • 7.32% Government Securities-13/11/2030

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

  • REC LTD - 7.77% - 30/09/2026**

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

  • REC LTD - 7.56% - 31/08/2027**

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

  • 182 Days - T Bill - 29/05/2025

  • 7.04% Central Government Securities 03/06/2029

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

  • Corporate Debt Market Development Fund - Class A2

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  • Miscellaneous

Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AAA

  • ICRA AA+

  • ICRA AAA

  • IND AA+

  • Sov

  • Unrated

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 ₹372.68 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 ₹4.08(0.12%)yesterday to ₹3393.8411.

Among its top 3 holdings the fund has exposure to TREPS, 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