All Funds
Debt Scheme - Low Duration FundSundaram Mutual Fund

Sundaram Low Duration Fund Regular Plan - Bonus

₹16.5089▲ 0.0037 (0.02%)

Scheme Type

Open Ended Schemes

Category

Debt Scheme - Low Duration Fund

Fund House

Sundaram Mutual Fund

ISIN

N/A

Data Points

1983 NAV records

NAV as of 31-12-2021

NAV History

+14.05%

365 data points · Period: 1Y

Returns

CAGR

1M

—

3M

—

6M

—

1Y

—

3Y

—

5Y

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,405

+14.0%

3Y Ago

₹12,760

+27.6%

5Y Ago

₹9,919

-0.8%

Past performance ≠ future results

Fund Analytics

Score: 67.7 / 100

Performance

Total Returns

Simple return over period

+11.76%

CAGR

Compound annual growth rate

+11.76%

Growth of ₹10K

Hypothetical investment value

₹11,176

SIP XIRR

SIP internal rate of return

+14.94%
Risk

Volatility (Ann.)

Std deviation of returns

5.81%LOW

Max Drawdown

Worst peak-to-trough

-0.11%

Sharpe Ratio

Risk-adjusted return

0.99AVG

Sortino Ratio

Downside risk-adjusted return

21.81GOOD
Benchmark

Beta

Market sensitivity

-0.01DEF

Alpha

Excess return vs benchmark

+6.60%

Tracking Error

Deviation from benchmark

17.00%

Information Ratio

Alpha per unit tracking error

0.39

Treynor Ratio

Return per unit systematic risk

-473.99
Capture

Upside Capture

Participation in market gains

1.93%

Downside Capture

Participation in market losses

-12.04%
Rolling Returns

1Y Rolling CAGR

Avg 7.1% (3.4% – 12.4%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2021-12-31

vs Nifty 50

Pre-computed
PeriodFundNifty 50Alpha
1Y+11.8%+74.5%
+6.6%
3Y——
—
5Y——
—
Beta
1Y: -0.013Y: —5Y: —

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled
₹500₹1L
Period
Return (%)•

Invested

₹3,00,000

Wealth Gained

₹69,834

Total Value

₹3,69,834

*Based on historical CAGR. Projections are illustrative, not guaranteed