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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: 1.24% 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 12-03-2025

3375.1174

0.61 (0.018%)

CAGR Since Inception

7.06%

Benchmark: 6.37%

PERFORMANCE

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Nifty 1D Rate Index
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Gold
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PPF
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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 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 Known as Principal Low Duration Fund)- Growth Option 01-01-2013 7.13 6.94 6.19 6.89 5.98
ICICI Prudential Savings Fund - Growth 27-09-2002 7.69 7.79 7.07 6.51 7.29
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.46 7.46 6.64 7.12 6.22
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.43 7.42 6.58 6.05 6.91
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.43 7.42 6.58 6.05 6.74
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.27 7.26 6.39 5.76 6.79
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.26 7.22 6.35 5.91 6.25
Invesco India Low Duration Fund - Growth 18-01-2007 7.25 7.3 6.36 5.81 6.76
JM Low Duration Fund (Regular) - Growth Option 27-09-2006 7.24 7.07 6.22 9.31 6.26
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.22 7.35 6.38 5.72 6.69

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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