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Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
★★★★★ monitor_heart Health Score: 64/100 · AverageSundaram Mutual Fund · Debt · Low Duration
₹3,663.29
AUM: ₹385 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
Low to Moderate
Expense Ratio
0.41%
Exit Load
Nil
Fund Manager
Pankaj Jain
Inception
Jan 2013
Benchmark
NIFTY Low Duration Debt Index A-I
Sharpe Ratio
-1.77
Std Dev (1Y)
0.56%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.7%
3m
+1.58%
6m
+3.22%
1y
+6.04%
3y
+7.34%
5y
+8.11%
10y
+6.37%
since inception
+6.06%
rate_review TopFund's Take on Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option sits in the middle of the pack for Low Duration funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 64/100.
Cost: At 0.41%, the expense ratio runs 28% above the Low Duration category average of 0.32%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.77 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.56% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
The current NAV (Net Asset Value) of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is ₹3663.29. NAV is updated every business day after market close by AMFI.
1Y: 6.04% · 3Y CAGR: 7.34% · 5Y CAGR: 8.11%
The expense ratio is 0.41% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is managed by Pankaj Jain at Sundaram Mutual Fund.
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is a Low to Moderate risk fund. Suitable for investors with a moderate risk appetite.
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is a Low Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is ₹385 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.