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DebtLow Duration FundDirect · Growth

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

Sundaram · Scheme 149523

1,009.64 0.00%NAV · 2026-08-05
44
Weak FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
Low
Min SIP
Benchmark
CRISIL Low Duration Debt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month0.00%
3 Months0.00%
6 Months0.00%
1 Year+0.14%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+1.82%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns0
Consistency50
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 0% annualised
  • Max drawdown: -0%
  • Direct plan: no distributor commission

What to watch

  • 1Y return: +0.1%
  • 1Y return vs category: -6.2% vs category avg
  • Sharpe ratio: -12.58
  • Sortino ratio: -10.30

Risk metrics

Sharpe ratio
12.58
Sortino ratio
10.30
Volatility
0.37%
Max drawdown
-0.23%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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