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Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)
Sundaram·
Low Duration
1Y
+5.83%
3Y
+7.31%
5Y
-
Since Inception
+6.81%
Sharpe
-
Sortino
-
Max Drawdown
-0.23%
Volatility
0.59%
Alpha
+0.04%
Beta
1.19
Info Ratio
0.12
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹463 Cr (January - March 2026)
Expense ratio (Direct)0.40%
Minimum lumpsumRs 1,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Low Duration
1Y
#21 of 27
Top 78%
3Y CAGR
#12 of 25
Top 48%
5Y CAGR
-
Sharpe
-