Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
6.89
6.84
5.56
3.64
3.49
Benchmark
-
-
-
-
-
Debt: Low Duration
7.34
7.16
5.87
6.49
6.7
Yearly Performance (%)
Nav Movement
Fund Managers
FM1 - Mr. Sandeep Agarwal, FM2 - Mr. Dwijendra Srivastava
Investment Objective
To generate regular income & capital appreciation through investments in debt securities and money market instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Returns Calculator for
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
PORTFOLIO
ANALYSIS of Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)