Sundaram Low Duration Fund (Formerly Known As Principal Low Duration Fund)- Income Distribution Cum Capital Withdrawal Option (IDCW)

Q: How to check the XIRR of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)?

You can track the exact XIRR and portfolio overlapping of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (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)- Income Distribution CUM Capital Withdrawal Option (IDCW)?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (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

Fund0.58%

Cat. Avg.5.68%

Fund0.50%

Cat. Avg.6.79%

Fund0.39%

Cat. Avg.6.87%

FundN/A

Cat. Avg.6.09%

10Y

FundN/A

Cat. Avg.6.33%

Fund0.36%

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%

Similar Funds

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NAV / Fund Size

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Incep: 11-02-2008

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-2.48%

2.40%

12.67%

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Fund Details

HDFC Small Cap Fund - Growth Option

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Bank Of India Small Cap Fund Regular Plan Growth

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Fund Details

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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
1Y	07 Aug, 25	60000	60248	+0.4%	+0.9%
2Y	07 Aug, 24	1.20 L.	1.21 L.	+0.7%	+0.8%
3Y	07 Aug, 23	1.80 L.	1.82 L.	+0.9%	+0.6%
SI	07 Jan, 22	2.75 L.	2.78 L.	+1.1%	+0.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.01 L.	+0.6%	+0.6%
2Y	16 Jul, 24	1 L.	1.01 L.	+1.0%	+0.5%
3Y	17 Jul, 23	1 L.	1.01 L.	+1.1%	+0.4%
SI	03 Jan, 22	1 L.	1.02 L.	+1.6%	+0.4%

SIP Planner

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Monthly SIP Amount

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Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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Max: 500%

Initial Lumpsum

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₹

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.