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

Q: How to check the XIRR of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW?

You can track the exact XIRR and portfolio overlapping of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 1.15

Risk: Low to Moderate

Debt Scheme - Low Duration Fund

Plan: Regular

Benchmark: NIFTY Low Duration Debt Index A-I

Inception: 19-08-2004

Exit Load: Nil

Fund Size:₹386.78 Cr

Performance

FundN/A

Cat. Avg.5.68%

FundN/A

Cat. Avg.6.79%

FundN/A

Cat. Avg.6.87%

FundN/A

Cat. Avg.6.09%

10Y

FundN/A

Cat. Avg.6.33%

Fund0.00%

Cat. Avg.12.77%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Bank of Baroda - 15/12/2026	DEBT	CD	IND A1	7.30%	33.28	7.55%
2	Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/2026	DEBT	Bond/NCD	CRISIL AAA	7.59%	24.83	5.63%
3	91 Days - T Bill - 28/05/2026	DEBT	T-Bills	Sovereign	5.28%	24.80	5.63%
4	HDFC Bank Ltd - 24/02/2027	DEBT	CD	CRISIL A1	7.37%	23.44	5.32%
5	Export Import Bank of India - 01/03/2027	DEBT	CD	CRISIL A1	7.28%	23.44	5.32%
6	Bharti Telecom Ltd - 8.65% - 05/11/2027	DEBT	Bond/NCD	CRISIL AAA	7.99%	20.17	4.58%
7	Punjab National Bank - 05/02/2027	DEBT	CD	CRISIL A1	7.30%	18.83	4.27%
8	Embassy Office Parks REIT - 12/03/2027	Equity	REiT	CRISIL A1	7.43%	18.69	4.24%
9	National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028	DEBT	Bond/NCD	CRISIL AAA	7.54%	14.97	3.40%
10	REC LTD - 6.52% - 31/01/2028	DEBT	Bond/NCD	ICRA AAA	7.48%	14.76	3.35%

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Fund Details

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Franklin India Small Cap Fund-Growth

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Sundaram Global Brand Theme-Equity Active FoF - Regular Growth

Sundaram Mutual Fund

Expense Ratio: 2.38

NAV / Fund Size

₹43.18₹147.63 Cr

Incep: 16-07-2007

FoF Overseas- RiskOther

24.89%

17.62%

16.54%

11.19%

8.03%

Fund Details

Sundaram Global Brand Theme-Equity Active FoF - Regular Growth

NAV / Fund Size₹43.18₹147.63 Cr

FoF Overseas- RiskOther

24.89%

17.62%

16.54%

11.19%

8.03%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	28 Jun, 24	1 L.	1 L.	0.0%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.