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

Sundaram · Low Duration
Low
₹1009.64
Current NAV
28 Jun 2024
10.7%
1Y Return
20.7%
3Y CAGR
11.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.37%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.67).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.67).
  • Very large asset base (AUM: ₹10,720 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.67
Sharpe Ratio
0.67
Beta
3.67
Alpha
2.29
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Fund Details
Fund House Sundaram
Category Low Duration
AUM ₹10720 Cr
Expense Ratio 0.37%
Min SIP ₹500
Min Lumpsum ₹1000
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