Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Low Duration Fund ) / AMFI 105559

Sundaram Low Duration Fund Institutional Plan - Weekly 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 (2015-08-20)
₹11.5152
AMFI Code / ISIN
105559 / INF903J01JL5
Category Peer Standing
#90 of 97 ranked peers in Open Ended Schemes ( Debt Scheme - Low Duration Fund ) by 3Y Sortino
Historical Track
2007-04-24 to 2015-08-20 (2,022 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
+1.72% p.a.
3Y CAGR
+1.80% p.a.
5Y CAGR
+1.61% p.a.
10Y CAGR
N/A
Since Inception CAGR
+1.69% p.a.
Sortino Ratio (3Y)
-4.83
Sharpe Ratio (3Y)
-4.66
Calmar Ratio
4.50
Annualized Volatility (3Y)
+1.01%
Maximum Drawdown
-0.40%
1Y / 3Y / 5Y Rolling Mean CAGR
+1.58% / +1.49% / +1.49%

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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