Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Quarterly 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: 1.15% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 338.18 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

1229.681

6.31%

PERFORMANCE

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

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 7.56
Average Maturity 0.93

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 Quarterly IDCW 02-01-2013 8.08 7.28 6.8 - -
HSBC Low Duration Fund - Regular Growth 01-01-2013 9.6 8.41 7.62 6.63 6.9
ICICI Prudential Savings Fund - Growth 27-09-2002 8.68 8.19 7.85 6.61 7.35
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 8.61 7.84 7.38 7.2 6.28
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 8.53 7.78 7.34 6.15 6.97
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 8.53 7.78 7.34 6.15 6.81
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 8.29 7.52 7.06 6.12 6.77
Invesco India Low Duration Fund - Growth 18-01-2007 8.29 7.64 7.13 5.87 6.82
HDFC Low Duration Fund - Growth 05-11-1999 8.27 7.65 7.24 6.22 6.79
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 8.25 7.55 7.1 5.97 6.29

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

98.3%

Others

1.68%

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