Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Low Duration Fund ) / AMFI 105550

Sundaram Low Duration Fund Retail Plan - Fortnightly Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund • Open Ended Schemes ( Debt Scheme - Low Duration Fund ) • Regular Plan • IDCW

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2021-12-31)
₹11.3728
AMFI Code / ISIN
105550 / INF903J01JJ9
Category Peer Standing
#83 of 97 ranked peers in Open Ended Schemes ( Debt Scheme - Low Duration Fund ) by 3Y Sortino
Historical Track
2007-04-24 to 2021-12-31 (3,559 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+8.16% p.a.
3Y CAGR
+0.56% p.a.
5Y CAGR
+0.64% p.a.
10Y CAGR
+0.81% p.a.
Since Inception CAGR
+0.80% p.a.
Sortino Ratio (3Y)
-1.41
Sharpe Ratio (3Y)
-1.10
Calmar Ratio
0.06
Annualized Volatility (3Y)
+5.41%
Maximum Drawdown
-9.01%
1Y / 3Y / 5Y Rolling Mean CAGR
+0.41% / +0.31% / +0.49%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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