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

Sundaram · Low Duration
Low
₹1006.31
Current NAV
28 Jun 2024
20.7%
1Y Return
17.7%
3Y CAGR
21.7%
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: 1.37).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.87).
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
1.37
Sharpe Ratio
0.67
Beta
2.87
Alpha
1.88
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Fund Details
Fund House Sundaram
Category Low Duration
AUM ₹420 Cr
Expense Ratio 0.37%
Min SIP ₹500
Min Lumpsum ₹1000
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