Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
(Erstwhile Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Monthly 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: 1.15% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 367.63 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
1098.3693
0.03 (0.0025%)
3.46%
Benchmark: 6.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 1D Rate Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 6.64 |
| Average Maturity | 1.01 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
98.49%
Others
1.5%
