Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
★★★★★ monitor_heart Health Score: 64/100 · AverageSundaram Mutual Fund · Debt · Low Duration
₹1,090.75
AUM: ₹385 Cr
NAV updated 7 days ago
Plan
Direct
Option
Idcw
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
-2.2
Std Dev (1Y)
2.72%
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
+0.37%
rate_review TopFund's Take on Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) 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 -2.2 — 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 2.72% 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
Similar Funds
Franklin India Low Duration Fund-Growth
Franklin Templeton Mutual Fund
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Axis Mutual Fund
Nippon India Low Duration Fund - Retail Plan - Growth Plan -Bonus Option
Nippon India Mutual Fund
Nippon India Low Duration Fund - Direct Plan Growth Plan - Bonus Option
Nippon India Mutual Fund
Axis Treasury Advantage Fund - Direct Plan - Growth Option
Axis Mutual Fund
Kotak Low Duration Fund - Direct Plan - Monthly - Reinvestment & Payout of Income Distribution cum Capital Withdrawal Option
Kotak Mahindra Mutual Fund
tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
The current NAV (Net Asset Value) of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) is ₹1090.75. 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)- Income Distribution CUM Capital Withdrawal Option (IDCW) is managed by Pankaj Jain at Sundaram Mutual Fund.
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) 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)- Income Distribution CUM Capital Withdrawal Option (IDCW) 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)- Income Distribution CUM Capital Withdrawal Option (IDCW) is ₹385 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.