Low Duration · Debt
Sundaram Low Duration Fund - Direct Plan - Bonus Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
-0.45
Return per unit of risk · rf 6.5%
Sortino (3Y)
-0.13
Downside-only Sharpe
Max Drawdown
-42.9%
Peak-to-trough · full history
Vol (3Y)
4.1%
Annualised σ of daily returns
Positive Days
95%
Smoothness proxy
This fund has delivered negative risk-adjusted returns over the last 3 years (Sharpe -0.45). Its worst peak-to-trough drop over the full history was 42.9% (large drawdowns) between 2015-01-27 and 2015-01-28. About 95% of trading days closed up. Profile: risk-on with weak risk-adjusted return · smooth NAV path.
YTD
+0.0%
Calendar YTD
1 Year
+0.0%
Trailing 12 mo
3 Year
+0.0%
CAGR
5 Year
+0.0%
CAGR
10 Year
+1.4%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 850 windows
- Best window CAGR
- +8.14%
- Median CAGR
- +4.19%
- Avg CAGR
- -1.23%
- Worst window CAGR
- -10.29%
- Positive windows
- 50.5%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Low Duration
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
PGIM India Low Duration Fund
PGIM India Mutual Fund
|
+0.0% | +0.1% | +2.2% | — |
|
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Weekly Income Distribution CUM Capital Withdrawal Option
Sundaram Mutual Fund
|
+0.0% | +0.0% | — | — |
|
Franklin India Low Duration Fund - Direct - Growth
Franklin Templeton Mutual Fund
|
+0.0% | +0.0% | +2.9% | — |
|
DWS Low Duration Fund
Deutsche Mutual Fund
|
+0.0% | +0.0% | +0.0% | — |
|
Baroda Treasury Advantage Fund - Plan B
Baroda Mutual Fund
|
+0.0% | +0.0% | +0.2% | — |
|
Principal Low Duration Fund - Direct Plan - Daily Income Distribution CUM Capital Withdrawal Option
Principal Mutual Fund
|
+0.0% | +0.0% | +0.2% | — |
|
Sundaram Low Duration Fund - Direct Plan - Bonus Option (this fund)
Sundaram Mutual Fund
|
+0.0% | +0.0% | +0.0% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.