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Sundaram Mutual Fund

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option

Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★ISIN INF173K01DG6
NAV · 06-Jul-2026
3656.5570
1M
+1.06%
6M
+2.67%
1Y (CAGR)
+5.32%
3Y (CAGR)
+6.61%
5Y (CAGR)
Since inception (CAGR)
+6.09%

NAV history

31583337351504-07-202303-07-20263655.85
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
0.45%
Downside dev (3y)
0.29%
Max drawdown (3y)
-0.3%
Sharpe (3y)
0.24
SIP XIRR (3y)
+6.41%
Calendar-year returns
2023 +6.5%2024 +7.3%2025 +6.8%

Fund facts

AUM₹3,635 Cr
TER · AMFI officialDirect 0.40% · Regular 1.14% (2026-06-30)
Launch date19-Aug-2004
Plan typeOpen Ended · Debt
Min lumpsumRs. 1000
Lock-inNone
Volatility0.77
AMCSundaram Asset Management Company Ltd

Objective · To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.

scheme documents ↗