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Sundaram Mutual FundDebt Scheme - Low Duration FundRegularIDCW

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Regular Fortnightly IDCW

Scheme code #149751 · Open Ended Schemes

₹1,088.0156
Latest NAV
28-06-2024
0.03%
Day change
₹1,089.7238
52-week high
₹1,085.6204
52-week low
NAV history
Returns
1 month0.21%
3 months-0.16%
6 months-0.11%
1 year (absolute)-0.03%
3 years (absolute)—
5 years (absolute)—
1Y CAGR-0.03%
3Y CAGR—
5Y CAGR—
Since inception CAGR0.09%
Risk metrics
Volatility (1Y, annualized σ)1.21%
Volatility (3Y, annualized σ)1.10%
Max drawdown (1Y)-0.37%
Max drawdown (3Y)-0.43%
Max drawdown (all time)-0.43%
Sharpe ratio (1Y, rf=6%)-4.98
Sharpe ratio (3Y, rf=6%)-5.35
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryDebt Scheme - Low Duration Fund
PlanRegular
OptionIDCW
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code149751
Earliest NAV date03-01-2022
Total NAV observations601
History last refreshed2026-09-06 10:58:38 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.