Money Lancer
Debt: Low Duration
Sundaram Mutual Fund
Sundaram Mutual Fund · Debt: Low Duration

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option

To generate regular income & capital appreciation through investments in debt securities and money market instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.

Benchmark · Nifty Low Duration Debt Index A-ITER · 1.14%Inception · 01-01-2013
NAV
3,613.77
-0.02% · as of 14-05-2026
Since inception
7.00%
CAGR
Benchmark (inception)
6.30%
CAGR
Fund size
₹4 Cr
AUM
Expense ratio
1.14%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +7.00% CAGR vs benchmark +6.30%.

Portfolio

Where the money is invested

Top holdings

Bank of Baroda7.64%
NCD JAMNAGAR UTILITIES AND POWER PRIVATE LIMITED5.70%
91 Days Tbill (MD 28/05/2026)5.69%
Export-Import Bank of India5.38%
HDFC Bank Limited (24/02/2027)5.38%
NCD BHARTI TELECOM LTD.4.63%
Punjab National Bank (05/02/2027)4.32%
Embassy Office Parks Reit (12-Mar-2027) @4.29%
7.48% National Bk for Agriculture & Rural Dev.3.44%
NCD REC LTD3.39%

Sector allocation

Not available.
Riskometer
LowVery High
Low to Moderate

What if you'd SIP'd here?

@ 7.0% p.a.
₹10,000
10 years
Projected value
₹17,40,945
Invested: ₹12,00,000
Gained: ₹5,40,945
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
D
Dwijendra Srivastava, Sandeep Agarwal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149519
ISIN (Growth)
INF173K01DG6
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Debt: Low Duration funds

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