Low Durationregulargrowth
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.10%
1 Month+0.49%
3 Months+2.08%
6 Months+4.03%
1 Year+7.82%
3 Years (CAGR)+6.81%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jan 2022)+6.28%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+7.87%
3 Year SIP+7.24%
5 Year SIP—
Since Inception (Jan 2022)+7.05%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryLow Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Jan 2022
AMFI Code149747
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units by Sundaram Mutual Fund is a Low Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Low Duration category.
About This Fund
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units is a Low Duration mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations