Back to Mutual Fund Database
DebtLow Duration FundModerate
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW
Sundaram Mutual Fund
NAV
Rs. 1088.02
Date
2024-06-28
AUM
Rs. 3,225.25 Cr
TER
0.51%
Last Updated: 14 Jun 2026, 2:33 pmNAV Source: MFAPIPlan Type: Regular
Fund Details
Scheme Code149751
ISIN GrowthINF903JA1JV0
ISIN DividendINF903JA1JR8
Plan TypeRegular
Fund ManagerNeha Sharma & Siddharth Goel
Launch Date2008-10-22
BenchmarkNIFTY CRISIL Medium Debt Index
Exit LoadNil
Lumpsum MinimumRs. 5,000
NAV-Based Returns
1 Month0.19%
3 Months-0.16%
6 Months-0.11%
1 Year-0.03%
3 Year CAGRData Unavailable
5 Year CAGRData Unavailable
10 Year CAGRData Unavailable
Since Inception0.09%
SIP Analytics
Minimum SIPRs. 500
SIP XIRRData Unavailable
1Y SIP ReturnData Unavailable
3Y SIP ReturnData Unavailable
5Y SIP ReturnData Unavailable
Monthly SIP ProjectionData Unavailable
Goal PlanningAvailable in WealthPath SIP planner
Risk Analysis
AlphaData Unavailable
BetaData Unavailable
Sharpe RatioData Unavailable
Sortino RatioData Unavailable
Std DeviationData Unavailable
Information RatioData Unavailable
VolatilityModerate
Max DrawdownData Unavailable
Top Holdings
Data Unavailable
Sector Allocation
Data Unavailable
Asset Allocation
Data Unavailable
Market Cap Allocation
Data Unavailable
Country Allocation
Data Unavailable
Data Status
Scheme code, scheme name, ISIN, NAV and NAV date loaded from AMFI NAVAll feed.
Fundamental metrics (AUM, TER, manager, launch date, benchmark and exit load) verified from official disclosures.
Trailing returns calculated from MFAPI historical NAV series.
navDate: NAV is older than 7 days.
