MF ExpertFund research
Sundaram Mutual FundDebt Scheme - Low Duration FundRegularBonus

Sundaram Low Duration Fund Regular Plan - Bonus

Scheme code #118329 · Open Ended Schemes

₹16.5089
Latest NAV
31-12-2021
0.02%
Day change
₹16.5089
52-week high
₹14.7683
52-week low
NAV history
Returns
1 month0.27%
3 months0.93%
6 months10.16%
1 year (absolute)11.79%
3 years (absolute)15.60%
5 years (absolute)31.84%
1Y CAGR11.79%
3Y CAGR4.95%
5Y CAGR5.68%
Since inception CAGR0.56%
Risk metrics
Volatility (1Y, annualized σ)5.71%
Volatility (3Y, annualized σ)5.40%
Max drawdown (1Y)-0.11%
Max drawdown (3Y)-8.02%
Max drawdown (all time)-43.02%
Sharpe ratio (1Y, rf=6%)1.00
Sharpe ratio (3Y, rf=6%)-0.18
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryDebt Scheme - Low Duration Fund
PlanRegular
OptionBonus
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code118329
Earliest NAV date16-01-2013
Total NAV observations1,925
History last refreshed2026-09-02 04:34:09 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.