• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Low Duration Fund (Growth)

Formerly Principal Debt Opp Cnsrv Gr

Sundaram Mutual Fund

Sundaram Low Duration Fund (Growth)

DebtLow Duration

2902.8304

NAV (Nov 25)

4.2%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in low duration mutual funds.

Low duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

Scripbox Recommended Debt Funds

Want the Debt funds that are right for your short term investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

2902.8304

NAV (Nov 25)

Fund Returns

Last 1Y

3.9%

Last 3Y

4.2%

Last 5Y

1.4%

Last 10Y

4.9%

Since Inception

6%

6 Month CAGR

2.4%

Scheme Information

Investment Objective

To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.

Expense Ratio

0.98

Launched (18y ago)

Sep 14, 2004

AUM in Crores

391.561

ISIN

INF173K01DG6

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

4.7

Standard Deviation (5yr)

7.9

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

-0.001

Sharpe Ratio (5yr)

-0.413

YTM

7.22474

Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Debt Holdings

treps

13.1%
13.1%

indian bank

6.3%
6.3%

axis bank limited

6.3%
6.3%

small industries development bank of india

6.2%
6.2%

bank of baroda

6.2%
6.2%
See all holdings

Compare Sundaram Low Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.5%

    8.4%

    13.7%

    11.6%

    12.2%

    14%

    12%

    7.3%

    11.8%

    13.7%

    Sundaram Low Duration Fund (G) Review

    Sundaram Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 6% over a period of 18 years. The fund was previously known as Principal Debt Opp Cnsrv Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

    Nav of Sundaram Low Duration Fund (G) as of 11/25/2022 is ₹2902.83 with the total AUM as of 11/26/2022 is ₹391.561. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Low Duration Fund (G) was launched on Sep 14, 2004. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Sundaram Low Duration Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Low Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Low Duration Debt TR INR.

    Sundaram Low Duration Fund (G) is rated as a 1 fund in Debt and delivered 3.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Low Duration Fund (G).

    Frequently Asked Questions

    What is Sundaram Low Duration Fund (G)?

    Sundaram Low Duration Fund (G) is a Low Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Low Duration Fund (G)?

    You can invest in Sundaram Low Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Low Duration Fund (G)?

    The minimum sip amount for Sundaram Low Duration Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Low Duration Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Low Duration Fund (G) is a Not Recommended fund. You can investSundaram Low Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Low Duration Fund (G)?

    The expense ratio of the Sundaram Low Duration Fund (G) is 0.98% for regular plan.