debtLow risk

Sundaram Low Duration Fund Institutional Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Sundaram Mutual Fund. It's been running since 24 Apr 2007.

Latest price per unit

₹11.4182

▲ 0.02% today

As of 31 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.2k gain · 8.2% / year

Invested 3 years ago

₹1.04 L

▲ ₹4.2k gain · 1.4% / year

Invested 5 years ago

₹1.05 L

▲ ₹4.9k gain · 1.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

5.5%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-16.21%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year8.22%

CAGR — 3 years1.37%

CAGR — 5 years0.97%

CAGR — since launch0.90%

Volatility — 1 year (annualised)5.80%

Volatility — 3 years (annualised)5.53%

Max drawdown — 1 year-0.57%

Max drawdown — 3 years-8.70%

Sharpe ratio — 1 year (rf=6%)0.40

Sharpe ratio — 3 years (rf=6%)-0.83

Fund info

Fund house: Sundaram Mutual Fund
Category: Debt Scheme - Low Duration Fund
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 105561
First price on record: 24 Apr 2007 · 3,448 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.