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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: 1.24% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 347.03 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 23-04-2025

1325.2813

0.37 (0.0279%)

CAGR Since Inception

6.23%

Benchmark: 6.37%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
Nifty 1D Rate Index
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Gold
-
PPF
-
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 7.53
Average Maturity 1.1

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 7.71 7.13 6.49 - -
ICICI Prudential Savings Fund - Growth 27-09-2002 8.24 8.06 7.36 6.65 7.34
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 8.16 7.67 7.0 7.18 6.27
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 8.09 7.61 6.92 6.14 6.96
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 8.09 7.61 6.92 6.14 6.8
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.88 7.58 6.76 5.9 6.75
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.85 7.4 6.67 5.99 6.29
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.84 7.4 6.71 5.85 6.83
Invesco India Low Duration Fund - Growth 18-01-2007 7.84 7.45 6.69 5.91 6.81
JM Low Duration Fund (Regular) - Growth Option 27-09-2006 7.82 7.3 6.54 9.46 6.3

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.57%

Scheme Documents

March 2025

Monthly Portfolio Disclosure Equity & Fund of Funds - March - 2025

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