OriginFunds
Sundaram Mutual Fund

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW

Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★ISIN INF903JA1JV0
NAV · 28-Jun-2024
1088.0156
1M
+0.19%
6M
-0.15%
1Y (CAGR)
-0.03%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+0.09%

NAV history

10851087108903-01-202228-06-20241088.02
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Risk & SIP analytics

Volatility (3y)
1.10%
Downside dev (3y)
1.59%
Max drawdown (3y)
-0.4%
Calendar-year returns
2023 +0.1%

Fund facts

AUM₹3,635 Cr
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 ↗