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Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option

Sundaram · Low Duration
Low
₹3645.64
Current NAV
25 Jun 2026
21.5%
1Y Return
14.5%
3Y CAGR
11.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.55).
  • Well-diversified portfolio aligned with the Low Duration mandate.
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
1.05
Sharpe Ratio
1.55
Beta
4.55
Alpha
1.42
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Fund Details
Fund House Sundaram
Category Low Duration
AUM ₹4600 Cr
Expense Ratio 1.15%
Min SIP ₹500
Min Lumpsum ₹1000
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