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: - |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 389.65 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
3529.9901
1.4 (0.0395%)
7.07%
Benchmark: 6.34%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 4.09 |
| Sharpe Ratio | 0.53 |
| Alpha | 0.03 |
| Beta | -1.06 |
| Yield to Maturity | 6.68 |
| Average Maturity | 1.13 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
104.12%
Others
-10.61%
Large Cap
6.48%
