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Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units

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: 1.24% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 372.68 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 13-03-2025

1307.3149

0.23 (0.0173%)

CAGR Since Inception

6.0%

Benchmark: 6.37%

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

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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 7.62
Average Maturity 1.03

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 Know as Principal Low Duation Fund) Regular Principal Units 02-01-2013 7.12 6.92 6.18 - -
ICICI Prudential Savings Fund - Growth 27-09-2002 7.67 7.79 7.07 6.55 7.29
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.46 7.44 6.64 7.16 6.22
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.42 7.4 6.57 6.09 6.91
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.42 7.4 6.57 6.09 6.74
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.27 7.23 6.38 5.8 6.79
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.25 7.21 6.34 5.94 6.25
Invesco India Low Duration Fund - Growth 18-01-2007 7.25 7.28 6.36 5.85 6.76
JM Low Duration Fund (Regular) - Growth Option 27-09-2006 7.24 7.06 6.22 9.36 6.26
BANDHAN Low Duration Fund - Regular Plan - Growth 05-01-2006 7.23 7.21 6.33 5.79 6.82

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.96%

Scheme Documents

January 2025

Monthly Portfolio Disclosure Equity & Fund of Funds - January - 2025

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