Sundaram Low Duration Fund Datagrid
Category Low Duration Fund
BMSMONEY Rank 18
Rating
Growth Option 01-10-2026
NAV ₹3697.48(R) +0.02% ₹4002.48(D) +0.02%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.16% 6.52% -% -% -%
Direct 5.97% 7.29% -% -% -%
Benchmark
SIP (XIRR) Regular -10.39% 0.4% -% -% -%
Direct -9.69% 1.18% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.17 0.61 0.66 0.2% 0.03
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
0.64% 0.0% 0.0% 0.3 0.44%
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
Tata Treasury Advantage Fund 4

NAV Date: 01-10-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) 1100.92
0.1800
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) 1124.75
0.2100
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option 3697.48
0.6100
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option 4002.48
0.7400
0.0200%

Review Date: 01-10-2026

Beginning of Analysis

In the Low Duration Fund category, Sundaram Low Duration Fund is the 15th ranked fund. 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 0.2% which is lower than the category average of 0.36%, showing poor performance. The fund has a Sharpe Ratio of 1.17 which is lower than the category average of 1.6.
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

  • Sundaram Low Duration Fund has given a return of 5.97% in last one year. In the same period the Low Duration Fund category average return was 6.17%.
  • The fund has given a return of 7.29% in last three years and ranked 12.0th out of nineteen funds in the category. In the same period the Low Duration Fund category average return was 7.32%.
  • The fund has given a SIP return of -9.69% in last one year whereas category average SIP return is -9.58%. The fund one year return rank in the category is 16th in 21 funds
  • The fund has SIP return of 1.18% in last three years and ranks 15th in 19 funds. Nippon India Low Duration Fund has given the highest SIP return (1.4%) in the category in last three years.

Sundaram Low Duration Fund Risk Analysis

  • The fund has a standard deviation of 0.64 and semi deviation of 0.44. The category average standard deviation is 0.64 and semi deviation is 0.42.
  • 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 % 0.37
    0.39
    		0.29 | 0.47 14 | 22 Average
    3M Return % 1.20
    1.20
    		1.02 | 1.41 12 | 22 Good
    1Y Return % 5.16
    5.59
    		4.97 | 6.16 19 | 21 Poor
    3Y Return % 6.52
    6.76
    		6.22 | 7.27 17 | 19 Poor
    1Y SIP Return % -10.39
    -10.07
    		-10.68 | -9.62 18 | 21 Average
    3Y SIP Return % 0.40
    0.71
    		0.15 | 1.21 17 | 19 Poor
    Standard Deviation 0.64
    0.64
    		0.59 | 0.70 12 | 19 Average
    Semi Deviation 0.44
    0.42
    		0.39 | 0.47 16 | 19 Poor
    Sharpe Ratio 1.17
    1.60
    		0.85 | 2.49 18 | 19 Poor
    Sterling Ratio 0.66
    0.69
    		0.63 | 0.75 18 | 19 Poor
    Sortino Ratio 0.61
    0.99
    		0.44 | 1.87 18 | 19 Poor
    Jensen Alpha % 0.20
    0.36
    		-0.07 | 0.82 16 | 19 Poor
    Treynor Ratio 0.03
    0.04
    		0.02 | 0.05 16 | 19 Poor
    Modigliani Square Measure % 1.07
    1.47
    		0.78 | 2.28 18 | 19 Poor
    Alpha % -1.19
    -0.97
    		-1.45 | -0.35 17 | 19 Poor
    Return data last Updated On : Oct. 1, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.43 0.43 0.34 | 0.49 13 | 24 Average
    3M Return % 1.39 1.33 1.17 | 1.45 5 | 24 Very Good
    1Y Return % 5.97 6.17 5.71 | 6.39 19 | 22 Poor
    3Y Return % 7.29 7.32 7.12 | 7.47 12 | 19 Average
    1Y SIP Return % -9.69 -9.58 -10.05 | -9.29 16 | 21 Average
    3Y SIP Return % 1.18 1.25 1.02 | 1.40 15 | 19 Average
    Standard Deviation 0.64 0.64 0.59 | 0.70 12 | 19 Average
    Semi Deviation 0.44 0.42 0.39 | 0.47 16 | 19 Poor
    Sharpe Ratio 1.17 1.60 0.85 | 2.49 18 | 19 Poor
    Sterling Ratio 0.66 0.69 0.63 | 0.75 18 | 19 Poor
    Sortino Ratio 0.61 0.99 0.44 | 1.87 18 | 19 Poor
    Jensen Alpha % 0.20 0.36 -0.07 | 0.82 16 | 19 Poor
    Treynor Ratio 0.03 0.04 0.02 | 0.05 16 | 19 Poor
    Modigliani Square Measure % 1.07 1.47 0.78 | 2.28 18 | 19 Poor
    Alpha % -1.19 -0.97 -1.45 | -0.35 17 | 19 Poor
    Return data last Updated On : Oct. 1, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 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
    01-10-2026 3697.4791 4002.4814
    30-09-2026 3696.871 4001.741
    29-09-2026 3695.3609 4000.0248
    28-09-2026 3695.1119 3999.6738
    25-09-2026 3694.0175 3998.2447
    24-09-2026 3694.8707 3999.0867
    23-09-2026 3696.1557 4000.3962
    22-09-2026 3695.3246 3999.4152
    21-09-2026 3694.8592 3998.8301
    18-09-2026 3692.9695 3996.5405
    17-09-2026 3692.2138 3995.6412
    16-09-2026 3691.6288 3994.9267
    15-09-2026 3690.6182 3993.7518
    11-09-2026 3691.3815 3994.252
    10-09-2026 3693.1124 3996.0434
    09-09-2026 3693.5159 3996.3984
    08-09-2026 3692.955 3995.7102
    07-09-2026 3692.2152 3994.8281
    04-09-2026 3690.4021 3992.6222
    03-09-2026 3688.9789 3991.001
    02-09-2026 3686.1746 3987.8855
    01-09-2026 3683.7919 3985.2264

    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.