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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 (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 420.29 Cr As on 29-11-2024(Source:AMFI)
Turn over: - | Exit Load: NIL
NAV as on 20-12-2024

1085.4674

0.08 (0.0073%)

CAGR Since Inception

3.33%

Benchmark: 6.36%

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
-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 7.7
Average Maturity 1.17

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 7.19 6.81 5.89 5.41 3.53
ICICI Prudential Savings Fund - Growth 27-09-2002 7.98 7.76 6.61 6.46 7.33
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.67 7.34 6.32 6.0 6.94
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.67 7.34 6.32 6.04 6.75
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.63 7.38 6.37 7.07 6.25
Invesco India Low Duration Fund - Growth 18-01-2007 7.55 7.19 6.09 5.76 6.8
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.49 7.28 6.13 5.75 6.74
HDFC Low Duration Fund - Growth 05-11-1999 7.41 7.19 6.12 6.05 6.73
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.41 7.13 6.07 5.86 6.28
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.4 7.16 6.12 5.7 -

Scheme Characteristics

Riskometer

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PORTFOLIO

Market Cap Distribution

Others

100.01%

Scheme Documents

November 2024

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

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