Sundaram Low Duration Fund (Formerly Known As Principal Low Duration Fund) Regular Plan IDCW
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
1Y
Fund3.99%
Cat. Avg.5.70%
2Y
Fund3.59%
Cat. Avg.6.82%
3Y
Fund3.44%
Cat. Avg.6.87%
5Y
FundN/A
Cat. Avg.6.10%
10Y
FundN/A
Cat. Avg.6.34%
SI
Fund3.17%
Cat. Avg.12.78%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bank of Baroda - 15/12/2026 | 33.28 | 7.55% |
| 2 | Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/2026 | 24.83 | 5.63% |
| 3 | 91 Days - T Bill - 28/05/2026 | 24.80 | 5.63% |
| 4 | HDFC Bank Ltd - 24/02/2027 | 23.44 | 5.32% |
| 5 | Export Import Bank of India - 01/03/2027 | 23.44 | 5.32% |
| 6 | Bharti Telecom Ltd - 8.65% - 05/11/2027 | 20.17 | 4.58% |
| 7 | Punjab National Bank - 05/02/2027 | 18.83 | 4.27% |
| 8 | Embassy Office Parks REIT - 12/03/2027 | 18.69 | 4.24% |
| 9 | National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 | 14.97 | 3.40% |
| 10 | REC LTD - 6.52% - 31/01/2028 | 14.76 | 3.35% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 08 Jul, 24 | 60000 | 60842 | +1.4% | +2.8% |
| 2Y | 07 Jul, 23 | 1.20 L. | 1.24 L. | +3.7% | +3.6% |
| 3Y | 07 Jul, 22 | 1.80 L. | 1.90 L. | +5.7% | +3.7% |
| SI | 07 Jan, 22 | 2.10 L. | 2.24 L. | +6.4% | +3.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 27 Jun, 24 | 1 L. | 1.04 L. | +4.0% | +4.0% |
| 2Y | 27 Jun, 23 | 1 L. | 1.07 L. | +7.3% | +3.6% |
| 3Y | 27 Jun, 22 | 1 L. | 1.11 L. | +10.7% | +3.4% |
| SI | 03 Jan, 22 | 1 L. | 1.11 L. | +11.5% | +3.2% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.