debtLow risk

Sundaram Low Duration Fund Direct Plan - Quarterly 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 2 Jan 2013.

Latest price per unit

₹12.5724

▲ 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

▲ ₹8.4k gain · 8.4% / year

Invested 3 years ago

₹1.03 L

▲ ₹3.5k gain · 1.1% / year

Invested 5 years ago

₹1.08 L

▲ ₹8.2k gain · 1.6% / 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

5.8%

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

Worst drop ever

-12.22%

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 year8.39%

CAGR — 3 years1.15%

CAGR — 5 years1.58%

CAGR — since launch1.32%

Volatility — 1 year (annualised)6.09%

Volatility — 3 years (annualised)5.80%

Max drawdown — 1 year-1.49%

Max drawdown — 3 years-9.10%

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: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119678
First price on record: 2 Jan 2013 · 2,168 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.