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: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 372.68 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
1314.985
0.64 (0.049%)
6.1%
Benchmark: 6.37%
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
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 | 7.38 | 7.0 | 6.3 | - | - |
| ICICI Prudential Savings Fund - Growth | 27-09-2002 | 7.9 | 7.89 | 7.11 | 6.57 | 7.31 |
| UTI Low Duration Fund - Regular Plan - Growth Option | 21-03-2003 | 7.75 | 7.55 | 6.76 | 7.17 | 6.24 |
| Axis Treasury Advantage Fund - Regular Plan - Growth Option | 05-10-2009 | 7.72 | 7.49 | 6.67 | 6.09 | 6.93 |
| Axis Treasury Advantage Fund - Retail Plan - Growth Option | 15-03-2010 | 7.72 | 7.49 | 6.67 | 6.09 | 6.76 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.98%
