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

Fund House: Sundaram Mutual Fund
Category: Debt: Low Duration
Launch Date: 01-01-2013
Asset Class:
Benchmark: Nifty Low Duration Debt Index A-I
TER: 1.15% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 347.03 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: NIL
NAV as on 09-05-2025

3428.1936

-0.89 (-0.0258%)

CAGR Since Inception

7.08%

Benchmark: 6.37%

PERFORMANCE

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End : 
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This Scheme
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vs
Nifty 1D Rate Index
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Gold
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PPF
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RETURNS ANALYSIS

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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 4.09
Sharpe Ratio 0.53
Alpha 0.03
Beta -1.06
Yield to Maturity 7.53
Average Maturity 1.1

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)- Growth Option 01-01-2013 7.64 7.11 6.6 7.28 6.01
HSBC Low Duration Fund - Regular Growth 01-01-2013 9.1 8.18 7.36 6.67 6.89
ICICI Prudential Savings Fund - Growth 27-09-2002 8.14 7.95 7.45 6.65 7.32
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 8.07 7.62 7.15 7.18 6.26
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.98 7.54 7.08 6.14 6.78
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.97 7.54 7.08 6.14 6.94
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.77 7.35 6.88 5.98 6.27
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.75 7.34 6.87 5.84 6.81
Invesco India Low Duration Fund - Growth 18-01-2007 7.74 7.39 6.86 5.9 6.79
JM Low Duration Fund (Regular) - Growth Option 27-09-2006 7.74 7.27 6.7 9.47 6.29

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.57%

Scheme Documents

March 2025

Monthly Portfolio Disclosure Equity & Fund of Funds - March - 2025

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