Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Low Duration Fund ) / AMFI 119680

Sundaram Low Duration Fund Direct Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Debt Scheme - Low Duration Fund ) • Direct Plan • Growth

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

Latest NAV (2021-12-31)
₹30.2653
AMFI Code / ISIN
119680 / INF903J01RB9
Category Peer Standing
#16 of 97 ranked peers in Open Ended Schemes ( Debt Scheme - Low Duration Fund ) by 3Y Sortino
Historical Track
2013-01-02 to 2021-12-31 (2,169 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
+12.60% p.a.
3Y CAGR
+5.54% p.a.
5Y CAGR
+6.32% p.a.
10Y CAGR
N/A
Since Inception CAGR
+7.61% p.a.
Sortino Ratio (3Y)
-0.24
Sharpe Ratio (3Y)
-0.18
Calmar Ratio
0.70
Annualized Volatility (3Y)
+5.32%
Maximum Drawdown
-7.93%
1Y / 3Y / 5Y Rolling Mean CAGR
+6.96% / +6.72% / +6.76%

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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