Sundaram Low Duration Fund Direct Growth
Scheme code: INF173K01FS6
NAV value:
₹ 3868.6392
NAV date: 18 March, 2026
TER: 0.40%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Low Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -15.47 | 10.73 | 7.45 | 5.89 | 7.68 |
| 3 year | -1.18 | 9.66 | 6.28 | 5.21 | 7.12 |
| 5 year | 1.74 | 8.99 | 3.89 | 4.50 | 6.33 |
| 7 year | 3.36 | 5.66 | 3.68 | 4.05 | 6.43 |
| 10 year | 4.77 | 5.35 | 5.06 | 5.08 | 6.79 |
| 12 year | 5.51 | 5.76 | 5.72 | 5.67 | 7.1 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,36,173 - Absolute Returns: ₹36,173 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,27,551 - Absolute Returns: ₹3,27,551 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹66,73,583 - Absolute Returns: ₹6,73,583 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹94,78,885 - Absolute Returns: ₹10,78,885 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,50,45,860 - Absolute Returns: ₹30,45,860 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹1,97,31,326 - Absolute Returns: ₹53,31,326 - CAGR: %Drawdown Metrics
Max Drawdown
-16.62 %
Drawdown Duration
1 months
Recovery Time
43 months
Avg Drawdown
-2.05 %
Calmar Ratio by Duration
1
Y
0.3544
3
Y
0.3135
5
Y
0.2707
7
Y
0.2437
10
Y
0.3056
12
Y
0.3411