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

Sundaram · Low Duration
Low
₹1255.08
Current NAV
27 Jun 2025
31.0%
1Y Return
10.0%
3Y CAGR
21.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.5%.
  • Very large asset base (AUM: ₹15,150 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
0.60
Sharpe Ratio
1.10
Beta
-1.90
Alpha
0.72
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Fund Details
Fund House Sundaram
Category Low Duration
AUM ₹15150 Cr
Expense Ratio 0.50%
Min SIP ₹500
Min Lumpsum ₹1000
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