• 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

3090.6598

NAV (Nov 30)

4.6%
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

3090.6598

NAV (Nov 30)

Fund Returns

Last 1Y
6.4%
Last 3Y
4.6%
Last 5Y
1.5%
Last 10Y
4.6%
Since Inception
6.1%
6 Month CAGR
3%

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
0.93
Launched (19y ago)
Sep 14, 2004
AUM in Crores
438.769
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)
-1.216
Sharpe Ratio (5yr)
-0.401
YTM
7.53361
Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Low Duration Fund (Growth)70%7,59,077 26,4651.5%
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 2023-11-30

Top Debt Holdings

treps

13.8%
13.8%

power finance corporation ltd.

5.7%
5.7%

indian bank

5.6%
5.6%

182 Days Treasury Bill 22-02-2024

5.6%
5.6%

small industries development bank of india

4.5%
4.5%
See all holdings

Comparison with Debt Funds

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

₹ 40,756 cr

₹ 16,858 cr

₹ 11,326 cr

₹ 13,754 cr

₹ 10,873 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 64,618 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
044-28583362
customerservices@sundarammutual.com
Fund NameScripbox Opinion
Till Date CAGR

12.5%

8.6%

25.1%

20.4%

21.7%

12.5%

19.9%

14.5%

12.4%

7.5%

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 11/30/2023 is ₹3090.66 with the total AUM as of 12/1/2023 is ₹438.769. 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 6.4% 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 0.93% for regular plan.