Sundaram Low Duration Fund - Growth - Regular Plan

Other Plans and Options
  • 0.04 %Nav, as on 17-03-2026

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  • Net Change on 17-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 1.84 3.80 6.15 6.66 5.65 6.11
CRISIL 1 year 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 6.15 6.66 5.65 1.21 469.75
ICICI Prudential Savings Fund - Growth Sep 27, 2002 7.29 7.63 6.51 0.58 31,283.97
Kotak Low Duration Fund- Regular Plan-Growth Option Mar 06, 2008 6.71 6.90 5.85 1.18 16,392.94
Aditya Birla Sun Life Low Duration Fund - Growth Plan May 14, 1998 6.49 6.79 5.81 1.24 15,208.78
Nippon India Low Duration Fund- Growth Plan - Growth Option Mar 20, 2007 6.74 7.01 6.00 0.99 10,968.99
Axis Treasury Advantage Fund - Regular Plan - Growth Option Oct 09, 2009 7.01 7.26 6.15 0.70 7,830.96

Fund Holdings as on 28-February-2026

  • Bank of Baroda - 15/12/2026**

  • TREPS

  • Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/2026**

  • 91 Days - T Bill - 28/05/2026

  • HDFC Bank Ltd - 24/02/2027

  • Export Import Bank of India - 01/03/2027**

  • Bharti Telecom Ltd - 8.65% - 05/11/2027**

  • Indian Bank - 05/06/2026**

  • Punjab National Bank - 05/02/2027**

  • National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028

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

  • REC LTD - 7.56% - 30/06/2026**

  • REC LTD - 6.52% - 31/01/2028**

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

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

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

  • Small Industries Development Bank of India - 7.22% - 10/04/2029**

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

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

  • IIFL Finance Ltd - 20/05/2026**

  • IIFL Finance Ltd - 26/05/2026**

  • Bank of Baroda - 25/11/2026**

  • Small Industries Development Bank of India - 28/01/2027

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

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

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

  • Cash and Other Net Current Assets^

  • 7.00% Tamil Nadu State Government Securities - 12/03/2029

  • Export Import Bank of India - 7.35% - 27/07/2028

  • National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028**

  • REC LTD - 7.56% - 31/08/2027**

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

  • Small Industries Development Bank of India - 7.34% - 26/02/2029

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

  • LIC Housing Finance Ltd - 6.9% - 17/09/2027**

  • Union Bank of India - 25/06/2026**

  • 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) - 21/01/2027**

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

  • 360 One Prime Ltd - 8.95% - 04/06/2027**

  • Corporate Debt Market Development Fund - Class A2

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  • Miscellaneous

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Fund Manager

  • CARE AA+

  • Cash

  • CRISIL A1+

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AAA

  • ICRA A1+

  • ICRA AA

  • ICRA AA+

  • ICRA AAA

  • IND A1+

  • IND AAA

  • Sov

  • 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 ₹469.75 crore. Sundaram Low Duration Fund is benchmarked against CRISIL 1 year T-Bill Index as primary index and NIFTY Low Duration Debt Index as secondary index.

The NAV of Sundaram Low Duration Fund ended up ₹1.28(0.04%)yesterday to ₹3586.1378.

Among its top 3 holdings the fund has exposure to Bank of Baroda - 15/12/2026**, 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