• Home
  • Mutual Funds Research
  • Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly Income Distribution CUM Capital Withdrawal Option

Submit

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly Income Distribution CUM Capital Withdrawal Option

Fund House: Sundaram Mutual Fund
Category: Debt: Low Duration
Launch Date: 02-01-2013
Asset Class:
Benchmark: Nifty Low Duration Debt Index A-I
TER: 1.11% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 514.99 Cr As on (30-04-2024)
Turn over: - | Exit Load: Nil
NAV as on 16-05-2024

1009.9831

0.16 (0.0156%)

CAGR Since Inception

0.43%

Benchmark: 8.73%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-8 Years -3 Months
-8 Years -3 Months
-8 Years -3 Months
-8 Years -3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme will maintain a judicious mix of cash, short term and medium term instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.81
Average Maturity 1.11

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly Income Distribution CUM Capital Withdrawal Option 02-01-2013 6.61 6.13 5.11 1.71 0.84
ICICI Prudential Savings Fund - Growth 27-09-2002 7.8 7.18 5.95 6.62 7.42
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.31 6.57 5.34 5.27 6.89
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.16 6.72 7.33 4.7 6.35
HDFC Low Duration Fund - Growth 05-11-1999 7.13 6.57 5.46 6.14 6.8
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.11 6.69 5.53 6.17 6.99
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.11 6.69 5.53 6.21 6.76
Invesco India Low Duration Fund - Growth 18-01-2007 7.06 6.48 5.28 5.97 6.88
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.04 6.51 5.27 5.65 6.75
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 6.95 6.48 5.34 6.0 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

Scheme Documents

March 2023

Monthly Portfolio Disclosure Equity & Fund of Funds - March - 2024

Feedback
Notification