Sundaram Low Duration Fund Datagrid
Category Low Duration Fund
BMSMONEY Rank 18
Rating
Growth Option 19-08-2026
NAV ₹3680.05(R) +0.02% ₹3980.12(D) +0.02%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.36% 6.58% -% -% -%
Direct 6.17% 7.35% -% -% -%
Benchmark
SIP (XIRR) Regular -24.98% -1.28% -% -% -%
Direct -24.35% -0.49% -% -% -%
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: 19-08-2026

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) 1095.74
0.2200
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) 1118.46
0.2400
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option 3680.05
0.7300
0.0200%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option 3980.12
0.8700
0.0200%

Review Date: 19-08-2026

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 0.2% 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 6.17% in last one year. In the same period the Low Duration Fund category average return was 6.39%.
  • The fund has given a return of 7.35% in last three years and ranked 12.0th out of eighteen funds in the category. In the same period the Low Duration Fund category average return was 7.4%.
  • The fund has given a SIP return of -24.35% in last one year whereas category average SIP return is -24.17%. The fund one year return rank in the category is 20th in 21 funds
  • The fund has SIP return of -0.49% in last three years and ranks 14th in 18 funds. Kotak Low Duration Fund has given the highest SIP return (-0.22%) 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 % 0.52
    0.58
    		0.52 | 0.63 20 | 21 Poor
    3M Return % 1.90
    2.00
    		1.82 | 2.17 20 | 21 Poor
    1Y Return % 5.36
    5.80
    		5.25 | 6.40 18 | 20 Poor
    3Y Return % 6.58
    6.84
    		6.30 | 7.39 17 | 18 Poor
    1Y SIP Return % -24.98
    -24.61
    		-25.04 | -24.16 17 | 19 Poor
    3Y SIP Return % -1.28
    -0.95
    		-1.51 | -0.41 16 | 17 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 : Aug. 19, 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 % 0.58 0.62 0.54 | 0.66 21 | 23 Poor
    3M Return % 2.09 2.12 1.91 | 2.27 18 | 23 Average
    1Y Return % 6.17 6.39 6.01 | 6.57 20 | 21 Poor
    3Y Return % 7.35 7.40 7.19 | 7.58 12 | 18 Average
    1Y SIP Return % -24.35 -24.17 -24.46 | -24.01 20 | 21 Poor
    3Y SIP Return % -0.49 -0.40 -0.60 | -0.22 14 | 18 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 : Aug. 19, 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
    19-08-2026 3680.0486 3980.1224
    18-08-2026 3679.319 3979.2521
    17-08-2026 3679.5533 3979.4244
    14-08-2026 3679.2811 3978.8866
    13-08-2026 3678.3675 3977.8177
    12-08-2026 3677.4907 3976.7886
    11-08-2026 3677.356 3976.5619
    10-08-2026 3677.0248 3976.1228
    07-08-2026 3674.4418 3973.0865
    06-08-2026 3673.7481 3972.2554
    05-08-2026 3672.5119 3970.8374
    04-08-2026 3670.9008 3969.0143
    03-08-2026 3670.0968 3968.0638
    31-07-2026 3667.7951 3965.3326
    30-07-2026 3666.6568 3964.0213
    29-07-2026 3666.7441 3964.0349
    28-07-2026 3666.6899 3963.8956
    27-07-2026 3666.1346 3963.2147
    24-07-2026 3663.2928 3959.9004
    23-07-2026 3662.6535 3959.1284
    22-07-2026 3661.9639 3958.3021
    21-07-2026 3662.1702 3958.4444
    20-07-2026 3660.9002 3956.9908

    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.