Sundaram Low Duration Fund Datagrid
Category Low Duration Fund
BMSMONEY Rank 18
Rating
Growth Option 13-03-2026
NAV ₹3584.13(R) -0.03% ₹3863.69(D) -0.03%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 6.17% 6.67% -% -% -%
Direct 6.99% 7.48% -% -% -%
Benchmark
SIP (XIRR) Regular 5.0% 6.41% -% -% -%
Direct 5.81% 7.2% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
2.13 1.32 0.68 0.7% -2.27
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
0.46% 0.0% 0.0% 0.2 0.32%
Fund AUM As on: 30/12/2025 412 Cr
Top Low Duration Fund
Fund Name Rank Rating
Icici Prudential Savings Fund 1
UTI Low Duration Fund 2
Axis Treasury Advantage Fund 3
Canara Robeco Savings Fund 4

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Monthly Income Distribution CUM Capital Withdrawal Option 1094.34
-0.3700
-0.0300%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 1113.37
-0.3600
-0.0300%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option 3584.13
-1.2300
-0.0300%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option 3863.69
-1.2400
-0.0300%

Review Date: 13-03-2026

Beginning of Analysis

Sundaram Low Duration Fund is the 15th ranked fund in the Low Duration Fund category. The category has total 19 funds. The 2 star rating shows a poor past performance of the Sundaram Low Duration Fund in Low Duration Fund. The fund has a Jensen Alpha of 0.7% which is lower than the category average of 0.94%, showing poor performance. The fund has a Sharpe Ratio of 2.13 which is lower than the category average of 2.78.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Low Duration Mutual Funds are a category of debt mutual funds that invest in debt and money market instruments with a portfolio duration of 6 to 12 months. These funds aim to provide relatively stable returns with lower interest rate risk compared to longer-duration debt funds. They invest in a mix of instruments such as government securities, corporate bonds, and money market instruments. Low Duration Mutual Funds are ideal for conservative investors seeking stable returns with lower interest rate risk. These funds invest in debt and money market instruments with a portfolio duration of 6 to 12 months, making them less sensitive to interest rate changes compared to long-duration funds. While they offer moderate returns with relatively lower risk, they may underperform in a falling interest rate environment. Investors should carefully assess their risk tolerance, investment horizon, and financial goals before investing in these funds. Additionally, choosing funds managed by experienced professionals can help optimize risk-adjusted returns.

Sundaram Low Duration Fund Return Analysis

  • The fund has given a return of 0.22%, 1.12 and 2.66 in last one, three and six months respectively. In the same period the category average return was 0.28%, 1.23% and 2.83% respectively.
  • Sundaram Low Duration Fund has given a return of 6.99% in last one year. In the same period the Low Duration Fund category average return was 7.21%.
  • The fund has given a return of 7.48% in last three years and ranked 10.0th out of nineteen funds in the category. In the same period the Low Duration Fund category average return was 7.52%.
  • The fund has given a SIP return of 5.81% in last one year whereas category average SIP return is 6.1%. The fund one year return rank in the category is 19th in 19 funds
  • The fund has SIP return of 7.2% in last three years and ranks 13th in 19 funds. Kotak Low Duration Fund has given the highest SIP return (7.54%) in the category in last three years.

Sundaram Low Duration Fund Risk Analysis

  • The fund has a standard deviation of 0.46 and semi deviation of 0.32. The category average standard deviation is 0.44 and semi deviation is 0.31.
  • The fund has a beta of 0.17 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Low Duration Fund Category
  • Good Performance in Low Duration Fund Category
  • Poor Performance in Low Duration Fund Category
  • Very Poor Performance in Low Duration Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.16
    0.24
    		0.16 | 0.35 20 | 20 Poor
    3M Return % 0.92
    1.09
    		0.92 | 1.25 20 | 20 Poor
    6M Return % 2.27
    2.55
    		2.25 | 2.95 19 | 20 Poor
    1Y Return % 6.17
    6.64
    		6.02 | 7.32 18 | 19 Poor
    3Y Return % 6.67
    6.96
    		6.41 | 7.63 18 | 19 Poor
    1Y SIP Return % 5.00
    5.53
    		4.91 | 6.26 18 | 19 Poor
    3Y SIP Return % 6.41
    6.71
    		6.13 | 7.34 18 | 19 Poor
    Standard Deviation 0.46
    0.44
    		0.41 | 0.49 14 | 19 Average
    Semi Deviation 0.32
    0.31
    		0.28 | 0.35 12 | 19 Average
    Sharpe Ratio 2.13
    2.78
    		1.67 | 4.26 18 | 19 Poor
    Sterling Ratio 0.68
    0.70
    		0.65 | 0.77 18 | 19 Poor
    Sortino Ratio 1.32
    1.97
    		0.97 | 4.18 17 | 19 Poor
    Jensen Alpha % 0.70
    0.94
    		0.42 | 1.46 18 | 19 Poor
    Treynor Ratio -2.27
    -2.15
    		-2.61 | -1.69 12 | 19 Average
    Modigliani Square Measure % 7.73
    8.31
    		7.35 | 9.61 18 | 19 Poor
    Alpha % -1.22
    -0.98
    		-1.49 | -0.33 18 | 19 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.22 0.28 0.22 | 0.40 19 | 20 Poor
    3M Return % 1.12 1.23 1.12 | 1.36 20 | 20 Poor
    6M Return % 2.66 2.83 2.66 | 3.02 20 | 20 Poor
    1Y Return % 6.99 7.21 6.93 | 7.56 17 | 19 Poor
    3Y Return % 7.48 7.52 7.30 | 7.76 10 | 19 Good
    1Y SIP Return % 5.81 6.10 5.81 | 6.45 19 | 19 Poor
    3Y SIP Return % 7.20 7.27 7.03 | 7.54 13 | 19 Average
    Standard Deviation 0.46 0.44 0.41 | 0.49 14 | 19 Average
    Semi Deviation 0.32 0.31 0.28 | 0.35 12 | 19 Average
    Sharpe Ratio 2.13 2.78 1.67 | 4.26 18 | 19 Poor
    Sterling Ratio 0.68 0.70 0.65 | 0.77 18 | 19 Poor
    Sortino Ratio 1.32 1.97 0.97 | 4.18 17 | 19 Poor
    Jensen Alpha % 0.70 0.94 0.42 | 1.46 18 | 19 Poor
    Treynor Ratio -2.27 -2.15 -2.61 | -1.69 12 | 19 Average
    Modigliani Square Measure % 7.73 8.31 7.35 | 9.61 18 | 19 Poor
    Alpha % -1.22 -0.98 -1.49 | -0.33 18 | 19 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sundaram Low Duration Fund NAV Regular Growth Sundaram Low Duration Fund NAV Direct Growth
    13-03-2026 3584.1286 3863.6897
    12-03-2026 3585.3539 3864.9249
    11-03-2026 3587.1573 3866.7835
    10-03-2026 3586.3658 3865.8446
    09-03-2026 3585.3334 3864.6461
    06-03-2026 3586.3923 3865.5302
    05-03-2026 3585.969 3864.9881
    04-03-2026 3585.1801 3864.0523
    02-03-2026 3586.4962 3865.299
    27-02-2026 3585.1754 3863.6184
    26-02-2026 3584.506 3862.8113
    25-02-2026 3583.9355 3862.1108
    24-02-2026 3583.0939 3861.118
    23-02-2026 3582.5774 3860.4758
    20-02-2026 3581.2004 3858.7348
    18-02-2026 3580.5966 3857.9128
    17-02-2026 3580.109 3857.3018
    16-02-2026 3579.8008 3856.8839
    13-02-2026 3578.4072 3855.1257

    Fund Launch Date: 05/Apr/2007
    Fund Category: Low Duration Fund
    Investment Objective: To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities
    Fund Description: Low Duration Fund
    Fund Benchmark: CRISIL Low Duration Debt Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.