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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
0.1%
1Y Return
23.5%
3Y CAGR
21.5%
5Y CAGR
Watchlist
NAV History (1 Year)
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
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Fund Details
Fund House Sundaram
Category Low Duration
AUM ₹22500 Cr
Expense Ratio 1.85%
Min SIP ₹500
Min Lumpsum ₹1000
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