Sundaram Mutual FundDebt Scheme - Low Duration FundDirectBonus

Sundaram Low Duration Fund - Direct Plan - Bonus Option

Scheme code #119683 · Open Ended Schemes

₹14.291

Latest NAV

11-11-2019

0.06%

Day change

₹15.233

52-week high

₹14.0252

52-week low

NAV history

Returns

1 month	0.71%
3 months	-2.39%
6 months	-5.54%
1 year (absolute)	-1.42%
3 years (absolute)	13.26%
5 years (absolute)	-23.43%
1Y CAGR	-1.41%
3Y CAGR	4.24%
5Y CAGR	-5.20%
Since inception CAGR	-2.08%

Risk metrics

Volatility (1Y, annualized σ)	7.32%
Volatility (3Y, annualized σ)	4.23%
Max drawdown (1Y)	-7.93%
Max drawdown (3Y)	-7.93%
Max drawdown (all time)	-42.88%
Sharpe ratio (1Y, rf=6%)	-1.03
Sharpe ratio (3Y, rf=6%)	-0.39

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Debt Scheme - Low Duration Fund
Plan	Direct
Option	Bonus
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	119683
Earliest NAV date	10-05-2013
Total NAV observations	1,566
History last refreshed	2026-09-02 14:43:16 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.