Sundaram Low Duration Fund Overview
Category Low Duration Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 17-01-2025
NAV ₹3342.8(R) +0.02% ₹3571.58(D) +0.02%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 7.2% 6.0% -% -% -%
LumpSum (D) 7.93% 6.78% -% -% -%
SIP (R) -9.2% 4.86% -% -% -%
SIP (D) -8.57% 5.65% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Low Duration Fund
Fund Name Rank Rating
Icici Prudential Savings Fund 1
UTI Low Duration Fund 2
Axis Treasury Advantage Fund 3
Hdfc Low Duration Fund 4

NAV Date: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Monthly Income Distribution CUM Capital Withdrawal Option 1090.67
0.2300
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 1101.11
0.2500
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Quarterly IDCW 1195.44
0.2500
0.0200%
Sundaram Low Duration Fund(Formerly Known as Principal Low Duration Fund) Direct Quarterly IDCW 1235.29
0.2900
0.0200%
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units 1294.57
0.2700
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option 3342.8
0.7100
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option 3571.58
0.8300
0.0200%

Review Date: 17-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on five return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    1. Top 25%: The Sundaram Low Duration Fund has one return parameter in the top 25% in the category, as shown below:
      • 6M Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Sundaram Low Duration Fund has four return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 3Y Return %
      • 3M Return %
      • 1M Return %
  2. Risk: The threat of not realizing projected profits or even facing financial loss due to different issues is known as risk. For Sundaram Low Duration Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Sundaram Low Duration Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Sundaram Low Duration Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Sundaram Low Duration Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.50
0.52
0.47 | 0.55 17 | 19 Poor
3M Return % 1.57
1.59
1.48 | 1.71 13 | 19 Average
6M Return % 3.56
3.48
3.21 | 3.73 5 | 19 Very Good
1Y Return % 7.20
7.27
6.81 | 7.91 13 | 19 Average
3Y Return % 6.00
6.11
5.51 | 6.75 15 | 18 Average
1Y SIP Return % -9.20
-9.21
-9.65 | -8.78 9 | 19 Good
3Y SIP Return % 4.86
5.01
4.45 | 5.71 14 | 18 Average
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.56 0.56 0.53 | 0.60 10 | 19
3M Return % 1.76 1.73 1.65 | 1.80 6 | 19
6M Return % 3.95 3.75 3.59 | 3.95 1 | 19
1Y Return % 7.93 7.83 7.53 | 8.12 8 | 19
3Y Return % 6.78 6.65 6.41 | 6.91 5 | 18
1Y SIP Return % -8.57 -8.75 -9.00 | -8.52 2 | 19
3Y SIP Return % 5.65 5.56 5.31 | 5.83 6 | 18
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.02 ₹ 10,002.00 0.02 ₹ 10,002.00
1W 0.12 ₹ 10,012.00 0.13 ₹ 10,013.00
1M 0.50 ₹ 10,050.00 0.56 ₹ 10,056.00
3M 1.57 ₹ 10,157.00 1.76 ₹ 10,176.00
6M 3.56 ₹ 10,356.00 3.95 ₹ 10,395.00
1Y 7.20 ₹ 10,720.00 7.93 ₹ 10,793.00
3Y 6.00 ₹ 11,909.00 6.78 ₹ 12,175.00
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -9.20 ₹ 11,392.60 -8.57 ₹ 11,434.76
3Y ₹ 36000 4.86 ₹ 38,771.82 5.65 ₹ 39,231.65
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sundaram Low Duration Fund NAV Regular Growth Sundaram Low Duration Fund NAV Direct Growth
17-01-2025 3342.8006 3571.5776
16-01-2025 3342.0947 3570.7509
15-01-2025 3340.612 3569.094
14-01-2025 3339.4136 3567.7412
13-01-2025 3339.1558 3567.3934
10-01-2025 3338.8017 3566.7983
09-01-2025 3338.0958 3565.9719
08-01-2025 3338.1319 3565.9386
07-01-2025 3338.0031 3565.7293
06-01-2025 3337.2504 3564.853
03-01-2025 3335.4415 3562.7041
02-01-2025 3334.9765 3562.1353
01-01-2025 3334.4188 3561.468
31-12-2024 3333.456 3560.3676
30-12-2024 3331.8904 3558.6232
27-12-2024 3330.2268 3556.6301
26-12-2024 3329.3567 3555.6286
24-12-2024 3328.1678 3554.2147
23-12-2024 3328.0351 3554.0009
20-12-2024 3326.8533 3552.523
19-12-2024 3326.6115 3552.1928
18-12-2024 3326.7817 3552.3027
17-12-2024 3326.1352 3551.5404

Fund Launch Date: 05/Apr/2007
Fund Category: Low Duration Fund
Investment Objective: To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities
Fund Description: Low Duration Fund
Fund Benchmark: CRISIL Low Duration Debt Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.