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

Sundaram · Low Duration
Low
₹1210.11
Current NAV
27 Jun 2025
17.5%
1Y Return
18.5%
3Y CAGR
18.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.45).
  • Very large asset base (AUM: ₹22,000 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
1.45
Sharpe Ratio
0.75
Beta
-1.05
Alpha
1.67
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Fund Details
Fund House Sundaram
Category Low Duration
AUM ₹22000 Cr
Expense Ratio 1.55%
Min SIP ₹500
Min Lumpsum ₹1000
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