OriginFunds
Sundaram Mutual Fund

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

Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★
NAV · 28-Jun-2024
1009.6449
1M
+0.00%
6M
+0.00%
1Y (CAGR)
+0.14%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+1.82%

NAV history

975988100003-01-202228-06-20241009.64
 hover for values

Risk & SIP analytics

Volatility (3y)
0.37%
Downside dev (3y)
0.44%
Max drawdown (3y)
-0.2%
Calendar-year returns
2023 +0.1%

Fund facts

AUM₹3,635 Cr
Expense ratio0.4% · 2026-04-30
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 ↗