Sundaram Low Duration Fund - Growth - Regular Plan

Other Plans and Options
  • 0.01 %Nav, as on 04-11-2025

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  • Net Change on 04-11-2025

  • 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 5.17 5.28 7.06 6.95 5.56 6.15
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 7.06 6.95 5.56 1.15 389.65
ICICI Prudential Savings Fund - Growth Sep 27, 2002 7.80 7.77 6.36 0.54 27,720.41
HDFC Low Duration Fund - Growth Nov 18, 1999 7.37 7.28 5.93 1.04 24,466.14
SBI MAGNUM LOW DURATION FUND - REGULAR PLAN - GROWTH Jul 26, 2007 7.26 7.13 5.62 0.92 16,763.52
Kotak Low Duration Fund- Regular Plan-Growth Option Mar 06, 2008 7.29 7.11 5.66 1.18 14,043.91
Aditya Birla Sun Life Low Duration Fund - Growth Plan May 14, 1998 7.19 7.01 5.69 1.24 13,096.92

Fund Holdings as on 31-October-2025

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

  • Bank of Baroda - 06/02/2026

  • 182 Days - T Bill - 19/02/2026

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

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

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

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

  • REC LTD - 7.56% - 30/06/2026**

  • REC LTD - 6.52% - 31/01/2028**

  • Canara Bank - 12/12/2025

  • HDFC Bank Ltd - 24/03/2026**

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

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

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

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

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

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

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

  • HDFC Bank Ltd - 06/02/2026**

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

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

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

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

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

  • TREPS

  • Cash and Other Net Current Assets^

  • National Bank for Agriculture & Rural Development - 7.7% - 30/09/2027**

  • REC LTD - 7.56% - 31/08/2027**

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

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

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

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

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

  • REC LTD - 6.6% - 30/06/2027**

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

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

  • 7.38% Central Government Securities 20/06/2027

  • 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 AA+

  • ICRA AAA

  • IND A1+

  • IND AA+

  • 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 ₹397.37 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 ₹0.43(0.01%)yesterday to ₹3534.2494.

Among its top 3 holdings the fund has exposure to Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/2026**, 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