What is the current price / NAV of Sundaram Low Duration Fund(Q-IDCW)?
The current NAV of Sundaram Low Duration Fund(Q-IDCW) is ₹1240.79, as of 10th March 2025.What are the returns of Sundaram Low Duration Fund(Q-IDCW)?
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: 5.34%
- 3 Year Returns: 4.02%
What are the top 5 sectoral holdings of Sundaram Low Duration Fund(Q-IDCW)?
The top sectors Sundaram Low Duration Fund(Q-IDCW) has invested in are as follows:- Private Banks | 23.40%
- Specialized Finance | 15.65%
- Miscellaneous | 13.58%
- Public Banks | 13.03%
- Consumer Finance | 12.06%
What are the top 5 holdings of Sundaram Low Duration Fund(Q-IDCW)?
The top 5 holdings for Sundaram Low Duration Fund(Q-IDCW) are as follows:- TREPS | 13.58%
- HDFC Bank Ltd - 27/05/2025** | 6.59%
- IDBI Bank Ltd - 27/05/2025** | 6.59%
- AU Small Finance Bank Ltd - 01/10/2025** | 6.41%
- Can Fin Homes Ltd - 8.45% - 27/05/2026** | 4.04%
What is the asset allocation of Sundaram Low Duration Fund(Q-IDCW)?
The asset allocation for Sundaram Low Duration Fund(Q-IDCW) is as follows:- Corporate Debt | 46.85%
- Certificate of Deposit | 28.39%
- Cash & Equivalents | 15.31%
- Government Securities | 5.20%
- Commercial Paper | 2.62%
What is the AUM of Sundaram Low Duration Fund(Q-IDCW)?
The AUM (i.e. assets under management) of Sundaram Low Duration Fund(Q-IDCW) is ₹372.68 Cr as of 10th March 2025.What is the expense ratio of Sundaram Low Duration Fund(Q-IDCW)?
The expense ratio of Sundaram Low Duration Fund(Q-IDCW) Plan is 0.39 as of 10th March 2025.What is the volatility or standard deviation of Sundaram Low Duration Fund(Q-IDCW)?
The volatility or standard deviation for the Sundaram Low Duration Fund(Q-IDCW) is 0.39
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.
What is the sharpe ratio of Sundaram Low Duration Fund(Q-IDCW)?
The Sharpe ratio for the Sundaram Low Duration Fund(Q-IDCW) is 9.55
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.
What is the Sortino ratio of Sundaram Low Duration Fund(Q-IDCW)?
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.
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%