Sundaram Low Duration Fund
Direct · Growth ₹3976.12
10 Aug 2026
NAV
5.3%
3Y CAGR
4.6%
5Y CAGR
5.0%
10Y CAGR
5.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-7.77
Sharpe
-16.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.41 L | 5.9% | -27.4% | 10.1% |
| 3 Years | ₹36.00 L | ₹39.79 L | 5.3% | -5.7% | 9.5% |
| 5 Years | ₹60.00 L | ₹67.28 L | 4.5% | -1.1% | 8.8% |
| 7 Years | ₹84.00 L | ₹93.89 L | 3.9% | 1.5% | 6.7% |
| 10 Years | ₹1.20 Cr | ₹1.51 Cr | 4.6% | 3.8% | 5.4% |
| 12 Years | ₹1.44 Cr | ₹1.98 Cr | 5.1% | 4.9% | 5.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 5.9% | 7.2% |
| 3 Years | 5.3% | 7.1% |
| 5 Years | 4.5% | 6.7% |
| 7 Years | 3.9% | 6.5% |
| 10 Years | 4.6% | 6.5% |
| 12 Years | 5.1% | 6.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 5.9% | 7.4% | -15.5% | 10.7% | -0.11 | -0.12 | 92% | — | — |
| 3 Years | 5.3% | 6.6% | -1.2% | 9.7% | -0.34 | -0.35 | 87% | — | — |
| 5 Years | 4.6% | 4.1% | 1.7% | 9.0% | -0.79 | -0.65 | 100% | — | — |
| 10 Years | 5.0% | 5.0% | 4.6% | 5.3% | -7.77 | -0.99 | 100% | — | — |
-16.6%
Max Drawdown
1 mo
Drawdown Duration
43 mo
Recovery Time
-2.0%
Avg Drawdown
Calmar Ratio by Duration
0.35
1Y
0.32
3Y
0.28
5Y
0.25
7Y
0.30
10Y
0.34
12Y