- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Low Duration Fund (Growth)
Formerly Principal Debt Opp Cnsrv Gr
Sundaram Low Duration Fund (Growth)
₹ 3090.6598
NAV (Nov 30)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Low Duration Fund (Growth) | 7,59,077 | 26,465 | 1.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
treps
13.8%power finance corporation ltd.
5.7%indian bank
5.6%182 Days Treasury Bill 22-02-2024
5.6%small industries development bank of india
4.5%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox 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)?
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.