Sundaram Low Duration Fund - Growth - Regular Plan

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  • (0%)Nav, as on 09-07-2025

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  • Net Change on 09-07-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary investment objective of the Floating Rate Fund will be to generate income consistent with the prudent risk from a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate return, and also fixed rate instruments and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option 5.14 7.99 7.87 6.86 5.46 6.16
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
NIFTY Low Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Sep 14, 2004 7.87 6.86 5.46 1.15 367.63
ICICI Prudential Savings Fund - Growth Sep 27, 2002 8.41 7.99 6.38 0.53 25,546.71
HDFC Low Duration Fund - Growth Nov 18, 1999 8.01 7.27 6.02 1.04 22,750.91
SBI MAGNUM LOW DURATION FUND - REGULAR PLAN - GROWTH Jul 26, 2007 7.87 7.00 5.55 0.93 14,824.17
Kotak Low Duration Fund- Regular Plan-Growth Option Mar 06, 2008 7.94 7.07 5.72 1.17 12,943.62
Aditya Birla Sun Life Low Duration Fund - Growth Plan May 14, 1998 7.71 6.92 5.72 1.20 12,396.21

Fund Holdings as on 30-June-2025

  • TREPS

  • Punjab National Bank - 18/03/2026**

  • Bank of Baroda - 12/12/2025

  • IDFC First Bank Ltd - 25/05/2026**

  • Shriram Finance Ltd - 9.2% - 22/05/2026**

  • Can Fin Homes Ltd - 8.45% - 27/05/2026**

  • REC LTD - 7.56% - 30/06/2026**

  • Indian Bank - 04/12/2025

  • Bharti Telecom Ltd - 8.9% - 04/12/2025**

  • Small Industries Development Bank of India - 7.68% - 10/08/2027

  • HDB Financial Services Ltd - 8.2378% - 06/04/2027**

  • PNB Housing Finance Ltd - 8.15% - 29/07/2027**

  • Power Finance Corporation Ltd - 8.03% - 02/05/2026**

  • Indian Railway Finance Corporation Ltd - 7.23% - 15/10/2026**

  • Small Industries Development Bank of India - 7.43% - 31/08/2026**

  • JM Financial Products Ltd - 8.92% - 16/11/2026**

  • Muthoot Finance Ltd - 8.4% - 28/08/2028**

  • Muthoot Finance Ltd - 8.3% - 06/01/2026**

  • HDFC Bank Ltd - 06/02/2026**

  • National Bank for Agriculture & Rural Development - 27/02/2026**

  • Small Industries Development Bank of India - 27/02/2026**

  • National Bank for Agriculture & Rural Development - 13/03/2026

  • Export Import Bank of India - 20/03/2026**

  • Godrej Industries Ltd - 8.36% - 28/08/2026**

  • Can Fin Homes Ltd - 8.09% - 04/01/2027**

  • Cash and Other Net Current Assets^

  • REC LTD - 7.56% - 31/08/2027

  • National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027**

  • REC LTD - 7.77% - 30/09/2026

  • Cholamandalam Investment and Finance Company Ltd - 8.45% - 21/11/2025**

  • National Bank for Agriculture & Rural Development - 25/03/2026**

  • 7.04% Central Government Securities 03/06/2029

  • Muthoot Finance Ltd - 8.65% - 31/01/2028**

  • 7.38% Central Government Securities 20/06/2027

  • Corporate Debt Market Development Fund - Class A2

  • Roadstar Infra Investment Trust (InvIT)

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  • Miscellaneous

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AAA

  • ICRA AA+

  • ICRA AAA

  • IND A1+

  • IND AA+

  • REITs & InvITs

  • Sovereign

  • Unrated

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About Sundaram Low Duration Fund

Scheme Analysis

Sundaram Low Duration Fund is a Debt - Low Duration Fund fund and belongs to Sundaram Mutual Fund. It was launched on 14-Sep-2004 and currently has an AUM of ₹367.63 crore. Sundaram Low Duration Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and NIFTY Low Duration Debt Index as secondary index.

The NAV of Sundaram Low Duration Fund ended down ₹-0.03(0%)yesterday to ₹3474.5646.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Low Duration Fund is managed by Dwijendra Srivastava and Sandeep Agarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156