Sundaram Low Duration Fund(Formerly Known As Principal Low Duration Fund) Direct Plan - IDCW

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

You can track the exact XIRR and portfolio overlapping of Sundaram Low Duration Fund(Formerly Known as Principal Low Duration Fund) Direct Plan - 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) Direct Plan - IDCW?

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

Sundaram Mutual Fund

Expense Ratio: 0.4

Risk: Low to Moderate

Debt Scheme - Low Duration Fund

Plan: Direct

Benchmark: NIFTY Low Duration Debt Index A-I

Inception: 19-08-2004

Exit Load: Nil

Fund Size:₹386.78 Cr

Performance

Fund4.85%

Cat. Avg.6.20%

Fund4.42%

Cat. Avg.7.34%

Fund4.29%

Cat. Avg.7.42%

FundN/A

Cat. Avg.6.58%

10Y

FundN/A

Cat. Avg.6.85%

Fund3.99%

Cat. Avg.6.84%

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%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	08 Jul, 24	60000	61100	+1.8%	+3.6%
2Y	07 Jul, 23	1.20 L.	1.25 L.	+4.5%	+4.4%
3Y	07 Jul, 22	1.80 L.	1.93 L.	+7.0%	+4.5%
SI	07 Jan, 22	2.10 L.	2.27 L.	+8.0%	+4.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	27 Jun, 24	1 L.	1.05 L.	+4.8%	+4.9%
2Y	27 Jun, 23	1 L.	1.09 L.	+9.0%	+4.4%
3Y	27 Jun, 22	1 L.	1.13 L.	+13.4%	+4.3%
SI	03 Jan, 22	1 L.	1.15 L.	+14.6%	+4.0%

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.