← Sundaram Mutual Fund
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Direct Fortnightly IDCW
Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★ISIN INF903JA1KB0
NAV · 28-Jun-2024
₹1098.0393
1M
+0.21%
6M
-0.15%
1Y (CAGR)
-0.05%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+0.10%
NAV history
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Risk & SIP analytics
Volatility (3y)
1.22%
Downside dev (3y)
1.78%
Max drawdown (3y)
-0.5%
Calendar-year returns
2023 +0.0%
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 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 ↗