Sundaram Low Duration Fund Growth Option
Fund House: Sundaram Mutual Fund| Category: Debt: Low Duration |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Low Duration Debt Index A-I |
| TER: 1.14% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 363.36 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
3655.1035
1.1 (0.03%)
7.0%
Benchmark: 6.23%
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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 7.44 |
| Average Maturity | 0.79 |
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 Growth Option | 01-01-2013 | 5.19 | 6.5 | 6.56 | 7.31 | 5.71 |
| ICICI Prudential SavIngs Fund - Growth | 27-09-2002 | 6.28 | 7.32 | 7.47 | 6.58 | 7.07 |
| Nippon India Low Duration Fund - Retail Plan - Growth Plan - Growth Option | 22-03-2007 | 6.13 | 6.99 | 6.91 | 6.03 | 6.27 |
| UTI Low Duration Fund - Regular Plan - Growth Option | 21-03-2003 | 6.08 | 7.21 | 7.21 | 7.39 | 5.99 |
| Axis Treasury Advantage Fund - Regular Plan - Growth Option | 05-10-2009 | 5.99 | 7.12 | 7.15 | 6.28 | 6.7 |
| Axis Treasury Advantage Fund - Retail Plan - Growth Option | 15-03-2010 | 5.99 | 7.12 | 7.15 | 6.28 | 6.62 |
| FranklIn India Low Duration Fund-Growth | 06-03-2025 | 5.98 | - | - | - | - |
| HSBC Low Duration Fund - Regular Growth | 01-01-2013 | 5.93 | 7.59 | 7.51 | 6.36 | 6.54 |
| Tata Treasury Advantage Fund - Regular Plan - Growth Option | 06-09-2005 | 5.92 | 6.94 | 6.98 | 6.09 | 6.02 |
| Canara Robeco SavIngs Fund - Regular Plan - Growth Option | 05-03-2005 | 5.87 | 6.91 | 6.98 | 6.05 | 6.4 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
