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) Regular Plan IDCW
★★★★★ monitor_heart Health Score: 64/100 · AverageSundaram Mutual Fund · Debt · Low Duration
₹1,210.11
AUM: ₹385 Cr
NAV updated 7 days ago
Plan
Regular
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
—
Std Dev (1Y)
—
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
+3.17%
rate_review 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 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: 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.
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) 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: 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) 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 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) Regular Plan 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) Regular Plan 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.