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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: 1.11% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 379.61 Cr As on 31-07-2024(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 16-08-2024

1256.6862

0.34 (0.0269%)

CAGR Since Inception

5.75%

Benchmark: 8.74%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
-
PPF
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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 7.73
Average Maturity 1.04

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 6.78 6.49 - - -
ICICI Prudential Savings Fund - Growth 27-09-2002 7.69 7.78 6.11 6.52 7.39
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.31 6.98 5.81 6.02 6.97
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.31 6.98 5.81 6.06 6.76
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.29 6.97 7.55 7.07 6.32
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.29 6.89 5.62 5.67 6.86
Invesco India Low Duration Fund - Growth 18-01-2007 7.25 6.79 5.57 5.82 6.86
HDFC Low Duration Fund - Growth 05-11-1999 7.16 6.97 5.69 6.05 6.79
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.13 6.81 5.59 5.53 6.72
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.12 6.73 5.6 5.88 6.35

Scheme Characteristics

Riskometer

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PORTFOLIO

Market Cap Distribution

Others

100.02%

Scheme Documents

June 2024

Monthly Portfolio Disclosure Equity & Fund of Funds -July - 2024

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