Sundaram

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option

Latest NAV

₹3,617.5361

As of

3 Jun 2026

1,066 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.04%	+0.07%	-0.03	2 / 5	Q2
1W	+0.21%	-28.41%	+28.62	4 / 7	Q3
2W	+0.17%	-16.49%	+16.65	4 / 6	Q3
1M	+0.16%	-16.44%	+16.60	5 / 6	Q4
3M	+0.86%	-15.78%	+16.65	5 / 6	Q4
6M	+1.93%	-11.51%	+13.44	5 / 6	Q4
YTD	+1.58%	-11.56%	+13.14	5 / 6	Q4
1Y	+4.84%	-6.95%	+11.79	5 / 6	Q4
2Y	+6.33%	+10.79%	-4.46	4 / 4	Q4
3Y	+6.41%	+8.31%	-1.90	4 / 4	Q4
4Y	+6.26%	+7.89%	-1.63	4 / 4	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.95%	+6.58%	-0.63	4 / 5	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.58%	+1.83%	-0.25	4 / 4
2025	+6.78%	+6.96%	-0.18	3 / 3
2024	+7.21%	+7.17%	+0.04	2 / 3
2023	+6.45%	-20.00%	+26.46	3 / 4
2022	+4.12%	+10.53%	-6.42	3 / 3

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.53%

42 windows

min 4.3% · max 8.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+6.62%

18 windows

min 6.0% · max 7.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.54%

3-year · annualised

Sharpe ratio

-0.50

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.25%

May 2026 → May 2026

% positive months

100.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Low Duration Fund

Scheme	Fund house	NAV	As of
HDFC Low Duration Fund - Direct Plan - Growth	HDFC	₹66.0831	3 Jun 2026
Nippon India Low Duration Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹2,435.0222	3 Jun 2026
SBI LOW DURATION FUND - DIRECT PLAN - GROWTH	SBI	₹3,823.4491	3 Jun 2026
ICICI Prudential Savings Fund - Direct Plan - Growth	ICICI Prudential	₹582.0493	3 Jun 2026
Invesco India Low Duration Fund - Direct Plan - Growth	Invesco	₹4,151.8993	3 Jun 2026
BANDHAN Low Duration Fund-Direct Plan-Growth	Bandhan	₹41.6070	3 Jun 2026
Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹766.7485	3 Jun 2026
Franklin India Low Duration Fund-Direct-Growth	Franklin India	₹10.9204	3 Jun 2026
Mirae Asset Low Duration Fund - Direct Plan - Growth	Mirae Asset	₹2,594.0785	3 Jun 2026
Kotak Low Duration Fund- Direct Plan- Growth Option	Kotak	₹3,846.2911	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹3,617.5361
2 Jun 2026	₹3,617.3973
1 Jun 2026	₹3,615.9219
29 May 2026	₹3,613.6194
27 May 2026	₹3,610.9757
26 May 2026	₹3,609.9211
22 May 2026	₹3,607.5583
21 May 2026	₹3,606.7330
20 May 2026	₹3,609.4266
19 May 2026	₹3,611.3759

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is ₹3,617.5361. It's a Low Duration Fund from Sundaram, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option has NAV history starting from 03 Jan 2022, a track record of about 4 years 5 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is managed by Sundaram. It's classified by AMFI under the 'Low Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option has delivered a absolute return of 4.84% — +11.79 pp ahead of the Low Duration Fund category average of -6.95%. The fund ranks #5 of 6 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option has delivered a CAGR of 6.41% — -1.9 pp behind the Low Duration Fund category average of 8.31%. The fund ranks #4 of 4 in its category — the bottom (Q4) quartile.

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option exactly 3 years ago would be worth approximately ₹120,492 today — a multiplier of 1.20×, based on the 3-year CAGR of 6.41%. The category average over the same window would have grown ₹1 lakh to ₹127,068.

A ₹10,000 monthly SIP in Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹394,759 today. That's an XIRR (money-weighted annualised return) of 6.07%.

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹394,759 — XIRR 6.07%.

On a 3-year basis, Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option ranks #4 out of 4 funds in the Low Duration Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 8.31%; this fund delivered 6.41%.

The worst peak-to-trough decline Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option has experienced over the last 3-year window is 0.25% — its NAV fell from a high on 08 May 2026 to a low on 21 May 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option averaged 6.62% (best 6.96%, worst 5.98%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -0.50 — negative risk-adjusted performance.

In calendar year 2025, Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option returned 6.78% — lagging the Low Duration Fund category average of 6.96% by 0.18 pp. It ranked #3 of 3 in its category that year.

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.