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Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option

Sundaram · Short Duration
Moderate
₹51.43
Current NAV
04 Nov 2026
4.8%
1Y Return
7.3%
3Y CAGR
12.4%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.84
Sharpe Ratio
1.44
Beta
-1.16
Alpha
2.28
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Fund Details
Fund House Sundaram
Category Short Duration
AUM ₹3390 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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