Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) / AMFI 149524

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Weekly Income Distribution CUM Capital Withdrawal Option

Sundaram Mutual Fund • Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) • Direct Plan • IDCW (Income Distribution CUM Capital Withdrawal)

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

Latest NAV (2024-06-28)
₹1006.3073
AMFI Code / ISIN
149524 / INF903JA1KA2
Category Peer Standing
#258 of 301 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) by 3Y Sortino
Historical Track
2022-01-03 to 2024-06-28 (601 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
+0.06% p.a.
3Y CAGR
N/A
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+1.75% p.a.
Sortino Ratio (3Y)
-6.77
Sharpe Ratio (3Y)
-7.02
Calmar Ratio
5.46
Annualized Volatility (3Y)
+0.68%
Maximum Drawdown
-0.32%
1Y / 3Y / 5Y Rolling Mean CAGR
+1.53% / N/A / N/A

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 ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) Funds