Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
Fund House: Sundaram Mutual Fund| Category: Debt: Low Duration |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: Nifty Low Duration Debt Index A-I |
| TER: 1.13% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 395.54 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
3311.2949
0.52 (0.0156%)
7.06%
Benchmark: 6.36%
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
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 | 7.7 |
| Average Maturity | 1.17 |
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)- Growth Option | 01-01-2013 | 7.28 | 6.88 | 5.83 | 6.86 | 6.04 |
| ICICI Prudential Savings Fund - Growth | 27-09-2002 | 8.03 | 7.75 | 6.45 | 6.46 | 7.34 |
| UTI Low Duration Fund - Regular Plan - Growth Option | 21-03-2003 | 7.72 | 7.39 | 6.29 | 7.05 | 6.28 |
| Axis Treasury Advantage Fund - Regular Plan - Growth Option | 05-10-2009 | 7.7 | 7.32 | 6.22 | 5.98 | 6.94 |
| Axis Treasury Advantage Fund - Retail Plan - Growth Option | 15-03-2010 | 7.7 | 7.32 | 6.22 | 6.02 | 6.75 |
| Invesco India Low Duration Fund - Growth | 18-01-2007 | 7.55 | 7.19 | 5.98 | 5.73 | 6.81 |
| HSBC Low Duration Fund - Regular Growth | 01-01-2013 | 7.54 | 7.29 | 6.04 | 5.74 | 6.74 |
| HDFC Low Duration Fund - Growth | 05-11-1999 | 7.47 | 7.22 | 6.03 | 6.04 | 6.75 |
| Tata Treasury Advantage Fund - Regular Plan - Growth Option | 06-09-2005 | 7.45 | 7.11 | 5.99 | 5.84 | 6.3 |
| DSP Low Duration Fund - Regular Plan - Growth | 01-03-2015 | 7.44 | 7.17 | 6.04 | 5.67 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.97%
