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Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly 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: 0.99% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 392.97 Cr As on (31-03-2024)
Turn over: - | Exit Load: Nil
NAV as on 24-04-2024

1009.9687

0.04 (0.0035%)

CAGR Since Inception

0.42%

Benchmark: 8.7%

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
-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

The scheme will maintain a judicious mix of cash, short term and medium term instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.81
Average Maturity 1.11

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) - Weekly Income Distribution CUM Capital Withdrawal Option 02-01-2013 6.59 5.9 5.08 1.53 0.8
ICICI Prudential Savings Fund - Growth 27-09-2002 7.88 6.96 5.98 6.64 7.45
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.31 6.23 5.3 5.26 6.95
HDFC Low Duration Fund - Growth 05-11-1999 7.21 6.3 5.46 6.17 6.82
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.17 6.44 7.3 4.61 6.37
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.14 6.36 5.5 6.18 7.0
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.14 6.36 5.5 6.22 6.77
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.09 6.18 5.22 5.67 6.76
Invesco India Low Duration Fund - Growth 18-01-2007 7.06 6.13 5.23 5.99 6.89
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 6.96 6.17 5.29 5.91 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.97%

Scheme Documents

March 2023

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

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