Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Mutual Fund Debt Low Duration Fund
Expense Ratio
0.40%
AUM
₹4.82 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Low-Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+3.00%
Average
6 Months
+1.79%
Poor
1 Year
+2.37%
Poor
3 Years
+0.78%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 15 quarters
AUM Metrics
Key indicators
Current AUM
₹4.82 Cr
Recent Trend
Growing
Stability Score
86.4
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+8.15%
3Y
3Y CAGR
+141.76%
5Y
5Y CAGR
N/A
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
2.00%
Annualized standard deviation
Sharpe Ratio
-2.700
Very Poor - Risk-adjusted return
Max Drawdown
-1.70%
Low - Worst decline
Consistency
53.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.13%
Average daily price movement
Annualized Volatility
2.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance