• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M)

Formerly Principal Low Duration Mn DP

Sundaram Mutual Fund

Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M)

DebtLow Duration

1085.3726

NAV (Jan 20)

-1.6%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in low duration mutual funds.

However, Scripbox does not recommend investing in low duration mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

591 Cr. Negligible within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

1085.3726

NAV (Jan 20)

Fund Returns

Last 1Y

3.5%

Last 3Y

-1.6%

Last 5Y

0.7%

Last 10Y

3.4%

Since Inception

3.9%

6 Month CAGR

1.6%

info-icon-blue

Scheme Information

Investment Objective

To generate regular income & Capital appreciation through investments in debt securities and money market instruments

Expense Ratio

0.54

Launched (18y ago)

Sep 14, 2004

AUM in Crores

590.589

ISIN

INF173K01DJ0

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt TR INR

SIP Minimum

2000

Lumpsum Min.

5000

Fund Managers
user-avatar

Bekxy Kuriakose

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 23,456 cr

5

₹ 26,625 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 56,864 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    22.8%

    16.2%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M) Review

    Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 3.9% over a period of 17 years. The fund was previously known as Principal Low Duration Mn DP. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Bekxy Kuriakose.

    Nav of Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M) as of 20/01/2022 is ₹1085.37 with the total AUM as of 21/01/2022 is ₹590.589. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M) 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 of Income Distribution cum Cap Wdrl (PIDCW-M) is ₹2000 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 of Income Distribution cum Cap Wdrl (PIDCW-M) 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 of Income Distribution cum Cap Wdrl (PIDCW-M) is rated as a 3 fund in Debt and delivered 3.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M).

    Frequently Asked Questions

    What is Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M)?

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    What is the minimum sip amount of Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M)?

    Is Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M) good to invest in?

    What is the expense ratio of the Sundaram Low Duration Fund of Income Distribution cum Cap Wdrl (PIDCW-M)?