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: 1.13% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 1,000
Minimum Topup: 1,000
Total Assets: 420.29 Cr As on 29-11-2024(Source:AMFI)
Turn over: - | Exit Load: Nil

1292.7659

5.96%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 1D Rate Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnSundaram Low Duration Fund (Formerly Know asPrincipal Low Duation Fund) Regular PrincipalUnitsSundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal UnitsNifty 1D Rate IndexDebt: Low DurationGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception051015202530Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
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 7.59
Average Maturity 0.98

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 7.23 6.84 5.97 - -
ICICI Prudential Savings Fund - Growth 27-09-2002 7.9 7.77 6.73 6.46 7.32
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.64 7.39 6.45 7.08 6.26
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.61 7.33 6.36 6.0 6.93
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.61 7.33 6.36 6.04 6.75

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

Scheme Documents

There are no scheme documents available

Feedback
Notification