MF ExpertFund research
Sundaram Mutual FundDebt Scheme - Low Duration FundRegular

Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units

Scheme code #149747 · Open Ended Schemes

₹1,341.6648
Latest NAV
27-06-2025
0.01%
Day change
₹1,341.6648
52-week high
₹1,244.3057
52-week low
NAV history
Returns
1 month0.51%
3 months2.20%
6 months4.03%
1 year (absolute)7.82%
3 years (absolute)21.87%
5 years (absolute)
1Y CAGR7.83%
3Y CAGR6.81%
5Y CAGR
Since inception CAGR6.28%
Risk metrics
Volatility (1Y, annualized σ)0.48%
Volatility (3Y, annualized σ)0.42%
Max drawdown (1Y)-0.10%
Max drawdown (3Y)-0.10%
Max drawdown (all time)-0.24%
Sharpe ratio (1Y, rf=6%)3.70
Sharpe ratio (3Y, rf=6%)2.02
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryDebt Scheme - Low Duration Fund
PlanRegular
Option
ISIN (Growth)
ISIN (Div reinvest)INF903JA1JW8
AMC codeS
Scheme code149747
Earliest NAV date03-01-2022
Total NAV observations844
History last refreshed2026-09-06 10:58:37 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.