The current NAV of Sundaram Low Duration Fund(Q-IDCW) is ₹1253.67, as of 20th June 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: 4.85%
• 3 Year Returns: 4.28%

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

• Public Banks | 27.97%
• Miscellaneous | 17.18%
• Specialized Finance | 13.53%
• Consumer Finance | 11.43%
• Private Banks | 9.58%

This data is as on 20th June 2025.

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

• TREPS | 17.18%
• Punjab National Bank - 18/03/2026** | 5.97%
• Bank of Baroda - 12/12/2025** | 4.85%
• IDFC First Bank Ltd - 25/05/2026** | 4.71%
• Can Fin Homes Ltd - 8.45% - 27/05/2026** | 3.82%

This data is as on 20th June 2025.

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

• Corporate Debt | 46.56%
• Certificate of Deposit | 31.17%
• Cash & Equivalents | 18.82%
• Government Securities | 3.16%
• N/A | 0.29%

This data is as on 20th June 2025.

The AUM (i.e. assets under management) of Sundaram Low Duration Fund(Q-IDCW) is ₹398.40 Cr as of 20th June 2025.

The expense ratio of Sundaram Low Duration Fund(Q-IDCW) Plan is 0.40 as of 20th June 2025.

The volatility or standard deviation for the Sundaram Low Duration Fund(Q-IDCW) is 0.50

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 8.94

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 1.37

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.