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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: 396.96 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: NIL
NAV as on 13-06-2025

3456.5148

-0.45 (-0.013%)

CAGR Since Inception

7.09%

Benchmark: 6.37%

PERFORMANCE

Returns Type:
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End : 
Period:  
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vs
Nifty 1D Rate Index
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Gold
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PPF
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Returns Type:
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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

To generate regular income & capital appreciation through investments in debt securities and money market instruments

Current Asset Allocation (%)

Indicators

Standard Deviation 4.09
Sharpe Ratio 0.53
Alpha 0.03
Beta -1.06
Yield to Maturity 6.67
Average Maturity 1.02

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 7.84 7.21 6.78 7.27 6.0
HSBC Low Duration Fund - Regular Growth 01-01-2013 9.31 8.29 7.56 6.57 6.89
ICICI Prudential Savings Fund - Growth 27-09-2002 8.44 8.1 7.82 6.58 7.33
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 8.35 7.74 7.33 7.14 6.26
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 8.26 7.68 7.29 6.09 6.79
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 8.25 7.68 7.29 6.09 6.95
Invesco India Low Duration Fund - Growth 18-01-2007 8.03 7.54 7.08 5.81 6.8
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 8.02 7.47 7.07 5.91 6.27
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 7.99 7.41 7.0 6.07 6.75
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.99 7.46 7.08 5.78 6.81

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

98.38%

Others

1.64%

Scheme Documents

April 2025

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

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