← Sundaram Mutual Fund
Sundaram Low Duration Fund(Formerly Known as Principal Low Duration Fund) Direct Plan - IDCW
Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★ISIN INF903JA1JZ1
NAV · 27-Jun-2025
₹1255.0849
1M
-1.17%
6M
+2.03%
1Y (CAGR)
+4.85%
3Y (CAGR)
+4.29%
5Y (CAGR)
—
Since inception (CAGR)
+3.99%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
1.72%
Downside dev (3y)
5.15%
Max drawdown (3y)
-1.8%
Sharpe (3y)
-1.28
SIP XIRR (3y)
+4.53%
Calendar-year returns
2023 +4.6%2024 +5.3%
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
Volatility1.64
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 ↗