Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Low Duration Fund ) / AMFI 105564

Sundaram Low Duration Fund Retail 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)
₹26.1411
AMFI Code / ISIN
105564 / INF903J01DZ8
Category Peer Standing
#21 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
+11.79% p.a.
3Y CAGR
+4.95% p.a.
5Y CAGR
+5.68% p.a.
10Y CAGR
+6.73% p.a.
Since Inception CAGR
+6.75% p.a.
Sortino Ratio (3Y)
-0.38
Sharpe Ratio (3Y)
-0.29
Calmar Ratio
0.62
Annualized Volatility (3Y)
+5.32%
Maximum Drawdown
-8.02%
1Y / 3Y / 5Y Rolling Mean CAGR
+6.40% / +6.42% / +6.73%

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.

Related Open Ended Schemes ( Debt Scheme - Low Duration Fund ) Funds