The current NAV of Sundaram Low Duration Fund(Q-IDCW) is ₹1257.57, as of 17th April 2025.

The Sundaram Low Duration Fund(Q-IDCW) was launched on 3rd January 2022. This mutual fund's past returns are as follows:

• 1 Year Returns: 5.84%
• 3 Year Returns: 4.57%

The top sectors Sundaram Low Duration Fund(Q-IDCW) has invested in are as follows:

• Private Banks | 25.69%
• Public Banks | 21.20%
• Specialized Finance | 17.10%
• Consumer Finance | 13.20%
• Home Financing | 9.99%

This data is as on 17th April 2025.

The top 5 holdings for Sundaram Low Duration Fund(Q-IDCW) are as follows:

• HDFC Bank Ltd - 27/05/2025** | 7.23%
• IDBI Bank Ltd - 27/05/2025** | 7.23%
• AU Small Finance Bank Ltd - 01/10/2025** | 7.04%
• Can Fin Homes Ltd - 8.45% - 27/05/2026** | 4.41%
• Shriram Finance Ltd - 9.2% - 22/05/2026** | 4.41%

This data is as on 17th April 2025.

The asset allocation for Sundaram Low Duration Fund(Q-IDCW) is as follows:

• Corporate Debt | 53.84%
• Certificate of Deposit | 35.28%
• Commercial Paper | 5.69%
• Government Securities | 3.61%
• Cash & Equivalents | 1.25%

This data is as on 17th April 2025.

The AUM (i.e. assets under management) of Sundaram Low Duration Fund(Q-IDCW) is ₹342.03 Cr as of 17th April 2025.

The expense ratio of Sundaram Low Duration Fund(Q-IDCW) Plan is 0.39 as of 17th April 2025.

The volatility or standard deviation for the Sundaram Low Duration Fund(Q-IDCW) is 0.44

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Low Duration Fund(Q-IDCW) is 9.76

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Low Duration Fund(Q-IDCW) is 1.51

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.