← Sundaram Mutual Fund
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option
Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★ISIN INF173K01FS6
NAV · 06-Jul-2026
₹3951.1687
1M
+1.12%
6M
+3.07%
1Y (CAGR)
+6.13%
3Y (CAGR)
+7.40%
5Y (CAGR)
—
Since inception (CAGR)
+6.88%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
0.46%
Downside dev (3y)
0.27%
Max drawdown (3y)
-0.2%
Sharpe (3y)
1.96
SIP XIRR (3y)
+7.21%
Calendar-year returns
2023 +7.4%2024 +8.0%2025 +7.6%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
AUM₹3,635 Cr
Expense ratio0.4% · 2026-04-30
TER · AMFI officialDirect 0.40% · Regular 1.14% (2026-06-30)
Launch date19-Aug-2004
Plan typeOpen Ended · Debt
Min lumpsum₹1,000
Min SIP₹1,000
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 ↗