Sundaram Low Duration Fund
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Growthvine rating: 1/5 — ranked #32 of 33 in category.
Fund basics
| Category | Debt: Low Duration |
|---|---|
| NAV | ₹3676.60 (as of 2026-08-21) |
| AUM | ₹433 Cr |
| Expense ratio | 0.99% |
| Riskometer | Low to Moderate |
| Fund manager | Kumaresh Ramakrishnan |
| Exit load | 0 |
Performance & risk
| Sharpe ratio | 0.97 |
|---|---|
| Standard deviation | 0.64% |
| Max drawdown | -0.25% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 89.0% of NIFTY Low Duration Debt Index's upside and -70.7% of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 3.3% | Q4 (Bottom) | #26 of 27 |
| 2025 | 6.8% | Q4 (Bottom) | #22 of 22 |
| 2024 | 7.3% | Q4 (Bottom) | #16 of 20 |
| 2023 | 6.5% | Q4 (Bottom) | #20 of 20 |