OriginFunds
Sundaram Mutual Fund

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★ISIN INF173K01DJ0
NAV · 06-Jul-2026
1102.4940
1M
+1.06%
6M
-0.13%
1Y (CAGR)
+0.68%
3Y (CAGR)
+0.42%
5Y (CAGR)
Since inception (CAGR)
+0.34%

NAV history

10901098110504-07-202303-07-20261102.28
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
2.22%
Downside dev (3y)
5.24%
Max drawdown (3y)
-2.1%
Sharpe (3y)
-2.74
SIP XIRR (3y)
+0.59%
Calendar-year returns
2023 +0.1%2024 -0.1%2025 +1.5%

Fund facts

AUM₹3,635 Cr
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 ↗