Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) / AMFI 149748

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Direct Fortnightly IDCW

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)
₹1098.0393
AMFI Code / ISIN
149748 / INF903JA1KB0
Category Peer Standing
#229 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
-0.05% p.a.
3Y CAGR
N/A
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+0.10% p.a.
Sortino Ratio (3Y)
-5.10
Sharpe Ratio (3Y)
-5.24
Calmar Ratio
0.22
Annualized Volatility (3Y)
+1.22%
Maximum Drawdown
-0.46%
1Y / 3Y / 5Y Rolling Mean CAGR
+0.04% / 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