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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 (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 395.54 Cr As on 31-10-2024(Source:AMFI)
Turn over: - | Exit Load: NIL
NAV as on 19-11-2024

1086.2265

0.23 (0.0216%)

CAGR Since Inception

3.32%

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 7.22 6.83 5.78 5.21 3.52
ICICI Prudential Savings Fund - Growth 27-09-2002 7.97 7.73 6.44 6.46 7.35
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.68 7.38 6.27 7.05 6.28
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.64 7.31 6.21 5.98 6.96
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.64 7.31 6.21 6.02 6.77
Invesco India Low Duration Fund - Growth 18-01-2007 7.5 7.18 5.98 5.74 6.82
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.49 7.27 6.03 5.75 6.75
HDFC Low Duration Fund - Growth 05-11-1999 7.42 7.21 6.02 6.05 6.76
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.41 7.11 5.98 5.84 6.31
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.39 7.16 6.02 5.68 -

Scheme Characteristics

Riskometer

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PORTFOLIO

Market Cap Distribution

Others

99.97%

Scheme Documents

October 2024

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

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