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Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Quarterly IDCW

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 (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 372.68 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: NIL
NAV as on 31-03-2025

1206.7374

0.59 (0.049%)

CAGR Since Inception

6.08%

Benchmark: 6.37%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
Nifty 1D Rate Index
-
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 7.62
Average Maturity 1.03

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) Regular Quarterly IDCW 02-01-2013 7.36 6.99 6.29 - -
ICICI Prudential Savings Fund - Growth 27-09-2002 7.9 7.98 7.15 6.58 7.31
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.76 7.61 6.76 7.17 6.24
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.73 7.57 6.68 6.1 6.94
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.73 7.57 6.68 6.1 6.77
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.6 7.56 6.55 5.79 6.73
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.51 7.36 6.47 5.96 6.27
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 7.49 7.38 6.5 5.82 6.81
Invesco India Low Duration Fund - Growth 18-01-2007 7.48 7.43 6.48 5.87 6.78
JM Low Duration Fund (Regular) - Growth Option 27-09-2006 7.48 7.2 6.34 9.39 6.28

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.98%

Scheme Documents

February 2025

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

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