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Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW

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: 1.13% As on (30-08-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 334.71 Cr As on 30-08-2024(Source:AMFI)
Turn over: - | Exit Load: NIL
NAV as on 28-06-2024

1088.0156

0.37 (0.0344%)

CAGR Since Inception

5.64%

Benchmark: 8.74%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

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
9 Years 0 Months
9 Years 0 Months
9 Years 0 Months
9 Years 0 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 7.87
Average Maturity 1.24

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) Regular Fortnightly IDCW 02-01-2013 6.64 6.32 - - -
ICICI Prudential Savings Fund - Growth 27-09-2002 7.56 7.57 6.14 6.48 7.38
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.48 7.18 7.67 7.08 6.32
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.34 7.09 5.9 5.99 6.96
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.34 7.09 5.9 6.03 6.76
Invesco India Low Duration Fund - Growth 18-01-2007 7.3 6.95 5.67 5.79 6.85
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.26 7.06 5.72 5.75 6.84
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.18 6.95 5.73 5.71 -
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.18 6.87 5.7 5.87 6.34
BANDHAN Low Duration Fund - Regular Plan - Growth 05-01-2006 7.16 6.95 5.67 5.71 6.91

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.99%

Scheme Documents

August 2024

Monthly Portfolio Disclosure Equity & Fund of Funds - August - 2024

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