• 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

3189.6181

NAV (May 17)

5.1%
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?Learn more

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

3189.6181

NAV (May 17)

Fund Returns

Last 1Y
6.6%
Last 3Y
5.1%
Last 5Y
1.7%
Last 10Y
4.5%
Since Inception
6.1%
6 Month CAGR
3.4%

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
0.99
Launched (20y ago)
Sep 14, 2004
AUM in Crores
514.988
ISIN
INF173K01DG6
Lock-in
No Lock-in
Benchmark
NIFTY Low Duration Debt B-I TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.5
Standard Deviation (5yr)
7.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-1.545
Sharpe Ratio (5yr)
-0.406
YTM
7.56
Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Low Duration Fund (Growth)70%7,62,701 30,0891.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-17

Top Debt Holdings

treps

11%
11%

punjab national bank

4.8%
4.8%

power finance corporation limited

4.8%
4.8%

hdfc bank limited

4.6%
4.6%

india (republic of)

4.6%
4.6%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 43,472 cr

₹ 14,482 cr

₹ 14,796 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 74,974 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.5%

8.8%

21.4%

20.5%

5.2%

4.8%

21.4%

13.1%

19.9%

%

Sundaram Low Duration Fund (G) Review

Sundaram Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 6.1% over a period of 19 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 5/17/2024 is ₹3189.62 with the total AUM as of 5/19/2024 is ₹514.988. 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 Low to Moderate Risk.

The minimum SIP amount for Sundaram Low Duration Fund (G) is ₹1000 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 B-I TR INR.

Sundaram Low Duration Fund (G) is rated as a 1 fund in Debt and delivered 6.6% 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 instruments 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 ₹1000. 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 0.99% for regular plan.