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Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 56/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)3.44%
- Expense ratio (20%)0.4%
- AUM (15%)₹433 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Debt · Low Duration Fund
₹1,210.11
AUM: ₹432 Cr
NAV updated 14 days ago
Plan
Regular
Option
Idcw
Risk
Low to Moderate
Expense Ratio
0.4%
Exit Load
Nil
Fund Manager
Pankaj Jain
Inception
Jan 2013
Benchmark
NIFTY Low Duration Debt Index A-I
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.22%
3m
+0.45%
6m
+1.61%
1y
+3.99%
3y
+3.44%
5y
+8.16%
10y
+6.36%
since inception
+3.17%
TopFund's Take on Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW sits in the middle of the pack for Low Duration Fund 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 56/100.
Cost: At 0.4%, the expense ratio is roughly in line with the Low Duration Fund category average of 0.4% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW
The current NAV (Net Asset Value) of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW is ₹1210.11. NAV is updated every business day after market close by AMFI.
1Y: 3.99% · 3Y CAGR: 3.44% · 5Y CAGR: 8.16%
The expense ratio of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW is 0.4% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW is managed by Pankaj Jain at Sundaram Mutual Fund.
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW is a Low Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW is ₹433 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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