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

Sundaram · Short Duration
Moderate
₹14.81
Current NAV
27 Jun 2025
19.8%
1Y Return
19.8%
3Y CAGR
20.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.28%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.58).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.58).
  • Very large asset base (AUM: ₹16,130 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.58
Sharpe Ratio
0.58
Beta
3.58
Alpha
2.02
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Fund Details
Fund House Sundaram
Category Short Duration
AUM ₹16130 Cr
Expense Ratio 0.28%
Min SIP ₹500
Min Lumpsum ₹1000
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