← Sundaram Mutual Fund
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate RiskISIN INF173K01FT4
NAV · 06-Jul-2026
₹1124.3504
1M
+1.12%
6M
+0.25%
1Y (CAGR)
+1.47%
3Y (CAGR)
+0.77%
5Y (CAGR)
—
Since inception (CAGR)
+0.58%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
2.31%
Downside dev (3y)
5.56%
Max drawdown (3y)
-1.8%
Sharpe (3y)
-2.48
SIP XIRR (3y)
+1.13%
Calendar-year returns
2023 +0.0%2024 -0.0%2025 +2.1%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
AUM₹3,635 Cr
Expense ratio0.4% · 2026-04-30
Launch date19-Aug-2004
Plan typeOpen Ended · Debt
Min lumpsum₹1,000
Min SIP₹1,000
Lock-inNone
Volatility2.13
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 ↗