← Sundaram Mutual Fund
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Plan IDCW
Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★ISIN INF903JA1JT4
NAV · 27-Jun-2025
₹1210.1093
1M
-1.24%
6M
+1.61%
1Y (CAGR)
+3.99%
3Y (CAGR)
+3.44%
5Y (CAGR)
—
Since inception (CAGR)
+3.17%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
1.74%
Downside dev (3y)
4.89%
Max drawdown (3y)
-1.8%
Sharpe (3y)
-1.76
SIP XIRR (3y)
+3.69%
Calendar-year returns
2023 +3.7%2024 +4.6%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
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 ↗