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Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) -Daily Income Distribution CUM Capital Withdrawal Option

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: 503.92 Cr As on (31-05-2024)
Turn over: - | Exit Load: Nil
NAV as on 28-06-2024

1015.7943

0 (0.0%)

CAGR Since Inception

0.47%

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
-
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
-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 7.73
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 Known as Principal Low Duration Fund) -Daily Income Distribution CUM Capital Withdrawal Option 02-01-2013 6.75 6.35 5.28 5.21 0.92
ICICI Prudential Savings Fund - Growth 27-09-2002 7.71 7.74 6.1 6.5 7.4
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.35 6.79 5.56 5.69 6.88
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.18 6.88 5.74 6.06 6.98
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.18 6.88 5.74 6.1 6.77
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.18 6.89 7.52 7.1 6.33
HDFC Low Duration Fund - Growth 05-11-1999 7.16 6.9 5.61 6.06 6.79
Invesco India Low Duration Fund - Growth 18-01-2007 7.16 6.67 5.48 5.85 6.87
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.09 6.71 5.5 5.56 6.73
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.03 6.65 5.54 5.9 6.36

Scheme Characteristics

Riskometer

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PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

May 2024

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

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