• Home
  • Mutual Funds Research
  • Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Monthly Income Distribution CUM Capital Withdrawal Option

Submit

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Monthly 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: 1.13% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 410.31 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: NIL
NAV as on 21-01-2025

1086.0812

0.26 (0.0236%)

CAGR Since Inception

3.35%

Benchmark: 6.36%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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 7.77
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 Known as Principal Low Duration Fund)- Monthly Income Distribution CUM Capital Withdrawal Option 02-01-2013 7.17 6.81 5.98 5.2 3.52
ICICI Prudential Savings Fund - Growth 27-09-2002 7.89 7.79 6.73 6.46 7.31
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.59 7.35 6.39 6.01 6.93
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.59 7.35 6.39 6.05 6.75
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.59 7.4 6.48 7.09 6.25
Invesco India Low Duration Fund - Growth 18-01-2007 7.51 7.19 6.19 5.78 6.78
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.38 7.28 6.21 5.72 6.68
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.37 7.17 6.17 5.88 6.27
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.37 7.17 6.2 5.71 -
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 7.35 7.08 6.14 5.9 6.74

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.02%

Scheme Documents

There are no scheme documents available

Feedback
Notification