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Sundaram Low Duration Fund

Sundaram Low Duration Fund

Formerly known as Principal Low Duration Fund

An open ended low duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 6 months and 12 months. A relatively high interest rate risk and moderate credit risk.

(Sundaram Low Duration Fund has merged into Principal Low Duration Fund and the surviving scheme has been renamed)

Sundaram Low Duration Fund

About This Fund

  • Rated AAA by CARE.
  • Invests in instruments with high credit quality.
  • Aims to generate higher returns compared to liquid funds.
  • Low volatility/low duration fund with steady accrual income.

NAV as on

Returns since inception as on

%

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Total Investors

3,58,030+

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

  • Rated AAA by CARE.
  • Invests in instruments with high credit quality.
  • Aims to generate higher returns compared to liquid funds.
  • Low volatility/low duration fund with steady accrual income.

Ideal For

  • Investors who seek short term income and liquidity through investments made primarily in money market and debt securities.
  • Short term income
  • Liquidity through investments made primarily in money market and debt securities

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To provide a level of income consistent with the preservation of capital and lower level of risk, through investments made primarily in money market and debt securities with maturity of up to 91 days only. The aim is to optimize returns while providing high level of security. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal Option (IDCW): Payout & Transfer (Weekly, Fortnightly, Monthly, and Quarterly),Reinvestment (Daily, Weekly, Fortnightly, Monthly and Quarterly)

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 1000

Entry Load

Nil

Portfolio YTM

Average Maturity

Macaulay Duration

Exit Load

Nil

Performance ₹ invested
Period Fund
(%)		 TIER I
(%)		 Additional Benchmark
(%) 		Fund
(₹)		 TIER I
(₹)		 Additional Benchmark
(₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio
Fact-Sheet
Application Form
Scheme Information Document
Statement of Additional Information

Fund Managers

Product Label

Other Funds For You To Consider

Potential Risk Class Matrix

The potential risk class matrix of Sundaram Low Duration Fund based on interest rate risk and credit risk is as follows:

Potential Risk Class
Credit Risk Relatively Low
(Class A)		 Moderate
(Class B)		 Relatively High
(Class C)
Interest Rate Risk
Relatively Low (Class I) - - -
Moderate (Class II) - - -
Relatively High (Class III) - B-III -