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Sundaram Mutual FundDebt Scheme - Low Duration FundDirectIDCW

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Weekly Income Distribution CUM Capital Withdrawal Option

Scheme code #149524 · Open Ended Schemes

₹1,006.3073
Latest NAV
28-06-2024
0.04%
Day change
₹1,007.1489
52-week high
₹1,005.4078
52-week low
NAV history
Returns
1 month0.08%
3 months-0.03%
6 months0.02%
1 year (absolute)0.06%
3 years (absolute)—
5 years (absolute)—
1Y CAGR0.06%
3Y CAGR—
5Y CAGR—
Since inception CAGR1.75%
Risk metrics
Volatility (1Y, annualized σ)0.68%
Volatility (3Y, annualized σ)0.68%
Max drawdown (1Y)-0.17%
Max drawdown (3Y)-0.32%
Max drawdown (all time)-0.32%
Sharpe ratio (1Y, rf=6%)-8.79
Sharpe ratio (3Y, rf=6%)-6.19
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryDebt Scheme - Low Duration Fund
PlanDirect
OptionIDCW
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code149524
Earliest NAV date03-01-2022
Total NAV observations601
History last refreshed2026-09-06 10:58:17 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.