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Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW

Sundaram · Low Duration
Low
₹1088.02
Current NAV
28 Jun 2024
26.4%
1Y Return
9.4%
3Y CAGR
16.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (1.84%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.54
Sharpe Ratio
1.04
Beta
-1.96
Alpha
0.62
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Fund Details
Fund House Sundaram
Category Low Duration
AUM ₹8590 Cr
Expense Ratio 1.84%
Min SIP ₹500
Min Lumpsum ₹1000
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