Sundaram Low Duration Fund (Formerly Known As Principal Low Duration Fund) - Direct Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
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
1Y
Fund1.36%
Cat. Avg.6.20%
2Y
Fund1.02%
Cat. Avg.7.34%
3Y
Fund0.73%
Cat. Avg.7.42%
5Y
FundN/A
Cat. Avg.6.58%
10Y
FundN/A
Cat. Avg.6.85%
SI
Fund0.60%
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 | 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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60471 | +0.8% | +1.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.22 L. | +1.4% | +1.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.83 L. | +1.7% | +1.2% |
| SI | 07 Jan, 22 | 2.75 L. | 2.80 L. | +2.0% | +0.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.01 L. | +1.4% | +1.4% |
| 2Y | 16 Jul, 24 | 1 L. | 1.02 L. | +2.0% | +1.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.02 L. | +2.1% | +0.7% |
| SI | 03 Jan, 22 | 1 L. | 1.03 L. | +2.7% | +0.6% |
SIP Planner
Visualize how small monthly investments grow over time.
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%
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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.