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

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

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

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly Income Distribution CUM Capital Withdrawal Option 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.5.67%

FundN/A

Cat. Avg.6.80%

FundN/A

Cat. Avg.6.84%

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	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo	5.42%	28.18	7.22%
2	Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/2026	DEBT	Bond/NCD	CRISIL AAA	6.85%	24.95	6.39%
3	HDFC Bank Ltd - 11/09/2026	DEBT	CD	CRISIL A1	6.35%	24.69	6.33%
4	Bank of Baroda - 05/02/2027	DEBT	CD	IND A1	6.79%	24.02	6.16%
5	Export Import Bank of India - 01/03/2027	DEBT	CD	CRISIL A1	6.76%	23.92	6.13%
6	Canara Bank - 12/03/2027	DEBT	CD	CRISIL A1	6.77%	23.88	6.12%
7	91 Days - T Bill - 28/08/2026	DEBT	T-Bills	Sovereign	5.22%	19.84	5.08%
8	Embassy Office Parks REIT - 12/03/2027	Alternative	REIT	CRISIL A1	7.17%	19.05	4.88%
9	National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028	DEBT	Bond/NCD	CRISIL AAA	7.21%	15.07	3.86%
10	REC LTD - 6.52% - 31/01/2028	DEBT	Bond/NCD	ICRA AAA	7.08%	14.87	3.81%

Similar Funds

ICICI Prudential NIFTY 50 ETF

ICICI Prudential Mutual Fund

Expense Ratio: 0.02

NAV / Fund Size

₹274.43₹37,355.05 Cr

Incep: 01-03-2013

Other ETFsVery High RiskOther

-1.87%

0.55%

7.89%

10.42%

12.56%

Fund Details

ICICI Prudential NIFTY 50 ETF

NAV / Fund Size₹274.43₹37,355.05 Cr

Other ETFsVery High RiskOther

-1.87%

0.55%

7.89%

10.42%

12.56%

Sundaram Small Cap Fund Regular Plan - Growth

Sundaram Mutual Fund

Expense Ratio: 1.93

NAV / Fund Size

₹287.96₹3,402.62 Cr

Incep: 03-01-2005

Small Cap FundVery High RiskEquity

8.09%

7.98%

17.55%

16.51%

14.70%

Fund Details

Sundaram Small Cap Fund Regular Plan - Growth

NAV / Fund Size₹287.96₹3,402.62 Cr

Small Cap FundVery High RiskEquity

8.09%

7.98%

17.55%

16.51%

14.70%

Sundaram Medium Duration Fund (Formerly Known As Sundaram Medium Term Bond Fund) Regular Plan -Growth

Sundaram Mutual Fund

Expense Ratio: 1.83

NAV / Fund Size

₹23.62₹36.05 Cr

Incep: 16-10-1997

Medium Duration FundModerate RiskDebt

7.41%

6.21%

6.06%

4.17%

3.81%

Fund Details

Sundaram Medium Duration Fund (Formerly Known As Sundaram Medium Term Bond Fund) Regular Plan -Growth

NAV / Fund Size₹23.62₹36.05 Cr

Medium Duration FundModerate RiskDebt

7.41%

6.21%

6.06%

4.17%

3.81%

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

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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.