Sundaram Low Duration Fund (Formerly Known As Principal Low Duration Fund)

Low DurationDebt Rank 1 of 27

NAV · Direct-Growth

₹3,979.42+0.54+0.01%

As of 17 Aug 2026 · AMFI

NAV growth+6.2%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 10 of 12 years

Beats its Low Duration category on 1Y, 3Y & 5Y.

1Y return

+6.2%

+3.8 vs cat

3Y CAGR

+58.2%

+50.9 vs cat

5Y CAGR

+6.6%

+2.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

139.7%

3Y std dev

Go deeper on Sundaram Low Duration Fund (Formerly Known As Principal Low Duration Fund)

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Low Duration Fund (Formerly Known As Principal Low Duration Fund) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Low Duration Fund (Formerly Known As Principal Low Duration Fund) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) is a Low Duration scheme from Sundaram. Long-run track record: about 6.6% CAGR over 5 years. Worst historical drawdown: -68% in Jan 2022, recovered in 30 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF173K01FS6

NAV (Direct-Growth)

₹3979.4244

Last 1Y

+6.16%

Aug 25Min ₹3748.60 · Max ₹3979.42 · 240 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jan 2022

-68.5%

Peak ₹3056.27 on 2 May 2019 → trough ₹963.94 on 3 Jan 2022 (33 months down).

Recovered in 30 months· 1 Jul 2024

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.08%	+0.09%	22/ 32
1M	+0.58%	+0.60%	25/ 32
3M	+2.06%	+0.14%	18/ 32
6M	+3.17%	-0.44%	19/ 31
YTD	+3.85%	+0.14%	21/ 30
1Y	+6.23%	+2.43%	20/ 30
2Y	+7.30%	+4.49%	11/ 27
3Y	+58.16%	+7.22%	1/ 27
5Y	+6.58%	+4.57%	11/ 28
7Y	+6.16%	+5.15%	23/ 28
10Y	+4.63%	+5.51%	23/ 27

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