Skip to main content
  • Home
  • Scheme Overview

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

Category: Debt: Low Duration
Launch Date: 02-01-2013
Asset Class:
Benchmark: Nifty Low Duration Debt Index A-I
Expense Ratio: 1.11% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 514.99 Cr As on (30-04-2024)
Turn over:
NAV (₹): 1010.0225
₹ 0.16 ( 0.0156%)
as on 10-05-2024
CAGR Since Inception - 0.43%
Nifty Low Duration Debt Index A-I - 8.71%

Fund Managers

Dwijendra Srivastava, Sandeep Agarwal


Investment Objective

The scheme will maintain a judicious mix of cash, short term and medium term instruments.

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

Scheme Performance (%) Data as on - 10-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly Income Distribution CUM Capital Withdrawal Option 6.6 5.09 1.58 0.83 0.43
Benchmark - - - - -
Debt: Low Duration 6.91 5.46 5.58 6.65 6.86

RETURNS CALCULATOR for Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly Income Distribution CUM Capital Withdrawal Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly Income Distribution CUM Capital Withdrawal Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly Income Distribution CUM Capital Withdrawal Option 7.81 1.11
Debt: Low Duration - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Low Duration Fund Weekly IDCW 02-01-2013 6.6 6.08 5.09 1.58 0.83
ICICI Pru Savings Gr 27-09-2002 7.77 7.11 5.94 6.63 7.43
HSBC Low Duration Fund Reg Gr 01-01-2013 7.3 6.51 5.31 5.27 6.91
UTI Low Duration Fund Reg Gr 21-03-2003 7.17 6.69 7.31 4.63 6.36
HDFC Low Duration Retail Gr 05-11-1999 7.15 6.54 5.44 6.15 6.81
Axis Treasury Advtg Reg Gr 05-10-2009 7.12 6.63 5.51 6.18 6.99
Axis Treasury Advtg Ret Gr 15-03-2010 7.12 6.63 5.51 6.22 6.76
Invesco India Low Duration Gr 18-01-2007 7.06 6.43 5.25 5.99 6.89
Canara Robeco Savings Reg Gr 05-03-2005 7.05 6.46 5.24 5.66 6.75
DSP Low Duration Reg Gr 01-03-2015 6.95 6.44 5.31 5.91 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Weekly Income Distribution CUM Capital Withdrawal Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

AMC partners we work with