Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Low Duration Fund ) / AMFI 105562
Sundaram Low Duration Fund Institutional Plan - Growth
Sundaram Mutual Fund • Open Ended Schemes ( Debt Scheme - Low Duration Fund ) • Regular Plan • Growth
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
- Latest NAV (2021-12-31)
- ₹27.8697
- AMFI Code / ISIN
- 105562 / INF903J01EG6
- Category Peer Standing
- #17 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
- +11.59% p.a.
- 3Y CAGR
- +5.46% p.a.
- 5Y CAGR
- +5.84% p.a.
- 10Y CAGR
- +7.13% p.a.
- Since Inception CAGR
- +7.22% p.a.
- Sortino Ratio (3Y)
- -0.25
- Sharpe Ratio (3Y)
- -0.19
- Calmar Ratio
- 0.70
- Annualized Volatility (3Y)
- +5.32%
- Maximum Drawdown
- -7.77%
- 1Y / 3Y / 5Y Rolling Mean CAGR
- +6.90% / +6.94% / +7.26%
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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