Sundaram Low Duration Fund Datagrid
Category Low Duration Fund
BMSMONEY Rank 18
Rating
Growth Option 27-01-2026
NAV ₹3564.27(R) +0.05% ₹3838.45(D) +0.06%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 6.42% 6.72% -% -% -%
Direct 7.24% 7.53% -% -% -%
Benchmark
SIP (XIRR) Regular 5.43% 6.58% -% -% -%
Direct 6.24% 7.38% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
2.67 3.13 0.68 5.21% 0.07
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
0.41% 0.0% 0.0% 0.15 0.24%
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
Nippon India Low Duration Fund 4

NAV Date: 27-01-2026

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 1088.27
-15.9600
-1.4500%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 1106.1
-16.1200
-1.4400%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option 3564.27
1.9200
0.0500%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option 3838.45
2.4100
0.0600%

Review Date: 27-01-2026

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 5.21% which is lower than the category average of 5.29%, showing poor performance. The fund has a Sharpe Ratio of 2.67 which is lower than the category average of 3.19.
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%, 1.17 and 2.69 in last one, three and six months respectively. In the same period the category average return was 0.23%, 1.22% and 2.75% respectively.
  • Sundaram Low Duration Fund has given a return of 7.24% in last one year. In the same period the Low Duration Fund category average return was 7.33%.
  • The fund has given a return of 7.53% in last three years and ranked 10.0th out of 19 funds in the category. In the same period the Low Duration Fund category average return was 7.55%.
  • The fund has given a SIP return of 6.24% in last one year whereas category average SIP return is 6.36%. The fund one year return rank in the category is 14th in 19 funds
  • The fund has SIP return of 7.38% in last three years and ranks 10th in 19 funds. Icici Prudential Savings Fund has given the highest SIP return (7.57%) in the category in last three years.

Sundaram Low Duration Fund Risk Analysis

  • The fund has a standard deviation of 0.41 and semi deviation of 0.24. The category average standard deviation is 0.41 and semi deviation is 0.26.
  • 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
    0.19
    		0.13 | 0.24 16 | 19 Poor
    3M Return % 0.97
    1.08
    		0.96 | 1.32 18 | 19 Poor
    6M Return % 2.30
    2.47
    		2.21 | 2.82 18 | 19 Poor
    1Y Return % 6.42
    6.77
    		6.18 | 7.42 18 | 19 Poor
    3Y Return % 6.72
    6.99
    		6.43 | 7.71 18 | 19 Poor
    1Y SIP Return % 5.43
    5.80
    		5.25 | 6.50 18 | 19 Poor
    3Y SIP Return % 6.58
    6.82
    		6.27 | 7.45 16 | 19 Poor
    Standard Deviation 0.41
    0.41
    		0.37 | 0.52 9 | 19 Good
    Semi Deviation 0.24
    0.26
    		0.22 | 0.40 4 | 19 Very Good
    Sharpe Ratio 2.67
    3.19
    		2.03 | 4.56 16 | 19 Poor
    Sterling Ratio 0.68
    0.70
    		0.65 | 0.77 18 | 19 Poor
    Sortino Ratio 3.13
    3.94
    		1.21 | 8.89 14 | 19 Average
    Jensen Alpha % 5.21
    5.29
    		4.80 | 5.79 12 | 19 Average
    Treynor Ratio 0.07
    0.08
    		0.05 | 0.11 12 | 19 Average
    Modigliani Square Measure % 13.18
    13.75
    		12.57 | 14.73 14 | 19 Average
    Alpha % -1.23
    -1.02
    		-1.52 | -0.33 18 | 19 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.22 0.23 0.19 | 0.28 13 | 19 Average
    3M Return % 1.17 1.22 1.11 | 1.35 17 | 19 Poor
    6M Return % 2.69 2.75 2.58 | 2.88 14 | 19 Average
    1Y Return % 7.24 7.33 7.06 | 7.54 14 | 19 Average
    3Y Return % 7.53 7.55 7.32 | 7.83 10 | 19 Good
    1Y SIP Return % 6.24 6.36 6.04 | 6.63 14 | 19 Average
    3Y SIP Return % 7.38 7.38 7.14 | 7.57 10 | 19 Good
    Standard Deviation 0.41 0.41 0.37 | 0.52 9 | 19 Good
    Semi Deviation 0.24 0.26 0.22 | 0.40 4 | 19 Very Good
    Sharpe Ratio 2.67 3.19 2.03 | 4.56 16 | 19 Poor
    Sterling Ratio 0.68 0.70 0.65 | 0.77 18 | 19 Poor
    Sortino Ratio 3.13 3.94 1.21 | 8.89 14 | 19 Average
    Jensen Alpha % 5.21 5.29 4.80 | 5.79 12 | 19 Average
    Treynor Ratio 0.07 0.08 0.05 | 0.11 12 | 19 Average
    Modigliani Square Measure % 13.18 13.75 12.57 | 14.73 14 | 19 Average
    Alpha % -1.23 -1.02 -1.52 | -0.33 18 | 19 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    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
    27-01-2026 3564.2736 3838.4514
    23-01-2026 3562.3505 3836.04
    22-01-2026 3561.998 3835.5753
    21-01-2026 3559.6413 3832.9528
    20-01-2026 3559.534 3832.7522
    19-01-2026 3560.2938 3833.4854
    16-01-2026 3559.891 3832.7967
    14-01-2026 3560.9293 3833.7446
    13-01-2026 3561.2646 3834.0205
    12-01-2026 3562.5595 3835.3295
    09-01-2026 3561.0598 3833.4598
    08-01-2026 3561.0128 3833.3241
    07-01-2026 3560.7434 3832.9494
    06-01-2026 3561.4513 3833.6265
    05-01-2026 3561.2495 3833.3242
    02-01-2026 3560.7955 3832.5805
    01-01-2026 3561.134 3832.8598
    31-12-2025 3560.4439 3832.0322
    30-12-2025 3558.4588 3829.8105
    29-12-2025 3558.6355 3829.9158

    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.