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

1095.0318

3.46%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
Nifty 1D Rate Index
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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)- Income Distribution CUM Capital Withdrawal Option (IDCW) 02-01-2013 7.81 7.23 6.81 6.58 3.65
HSBC Low Duration Fund - Regular Growth 01-01-2013 9.31 8.32 7.62 6.47 6.88
ICICI Prudential Savings Fund - Growth 27-09-2002 8.43 8.09 8.0 6.42 7.32
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 8.39 7.79 7.37 7.05 6.26
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 8.29 7.74 7.35 5.99 6.95
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 8.29 7.74 7.35 5.99 6.8
Invesco India Low Duration Fund - Growth 18-01-2007 8.05 7.59 7.12 5.73 6.8
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 8.04 7.47 7.05 5.94 6.74
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 8.01 7.55 7.12 5.6 6.63
HDFC Low Duration Fund - Growth 05-11-1999 8.01 7.59 7.28 6.05 6.77

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

98.38%

Others

1.64%

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