Home› Funds› Sundaram Low Duration Fund (Formerly Known as Prin

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

Sundaram · Low Duration
Low
₹1015.79
Current NAV
28 Jun 2024
20.5%
1Y Return
23.5%
3Y CAGR
21.5%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.45).
  • Very large asset base (AUM: ₹22,500 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.85%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.95
Sharpe Ratio
0.65
Beta
4.45
Alpha
2.63
Sortino
Fund Details
Fund House Sundaram
Category Low Duration
AUM ₹22500 Cr
Expense Ratio 1.85%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Low Duration
HDFC Low Duration Fund - Direct Plan - Daily IDCW
HDFC
₹10.07 31.9%
Invesco India Low Duration Fund - Growth
Invesco
₹4008.65 31.8%
HSBC Low Duration Fund - Direct Growth
HSBC
₹32.24 31.7%
NIPPON INDIA LOW DURATION FUND - DIRECT Plan - WEEKLY IDCW Option
Nippon India
₹1013.61 31.7%