Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW
NAV as on 2024-06-28 · Debt · Low Duration
AUM
₹436 Cr
1Y Return
+6.6%
3Y CAGR
-
5Y CAGR
-
Expense
1.21%
Risk
Low
1Y Return
+6.6%
3Y CAGR
-
5Y CAGR
-
Since Inception
+0.1%
AI Fund Analysis
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NAV History
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52-Week NAV Range
58% from 52W low
Fund Information
Fund House
Sundaram Mutual Fund
Category
Debt - Low Duration
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
Bank Of Baroda
National Bank For Agriculture And Rural Development
Small Industries Development Bank Of India
Export Import Bank Of India
Jamnagar Utilities & Power Private Limited
Tbill
HDFC Bank Ltd
Bharti Telecom Limited
Rec Limited
TREPS (Cash)
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Sundaram Low Dur Reg Fortn IDCW | 436 | 1.21 | +6.6% | - | - |
| ICICI Pru Savings Bns | 31,284 | 0.58 | +7.9% | +7.5% | +8.0% |
| HDFC Low Duration Reg Dl IDCW-R | 25,582 | 1.09 | +6.2% | +6.5% | +5.8% |
| Kotak Low Duration Reg IDCW-P | 15,790 | 1.18 | - | - | - |
| Aditya BSL Low Duration Instl Dl IDCW-R | 15,209 | 1.24 | +6.3% | +7.0% | +5.9% |
| SBI Low Duration Instl Dl IDCW-R | 13,583 | 0.95 | +6.0% | +6.8% | +5.8% |
| Nippon India Low Duration Bns | 10,969 | 0.99 | +6.2% | +6.9% | +6.0% |
| Bandhan Low Duration Reg Dl IDCW-P | 5,723 | 0.66 | +6.1% | +4.3% | +4.2% |
| DSP Low Duration Reg Dl IDCW-R | 5,593 | 0.62 | +5.1% | +6.1% | +5.3% |
| Axis Treasury Advantage Dl IDCW-R | 5,455 | 0.70 | +6.5% | +6.8% | +5.8% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Low risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.