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

Sundaram · Short Duration
Moderate
₹15.35
Current NAV
27 Jun 2025
12.2%
1Y Return
12.2%
3Y CAGR
13.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.72%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.82).
  • Well-diversified portfolio aligned with the Short Duration mandate.
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
0.82
Sharpe Ratio
0.42
Beta
3.82
Alpha
0.92
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Fund Details
Fund House Sundaram
Category Short Duration
AUM ₹6370 Cr
Expense Ratio 0.72%
Min SIP ₹500
Min Lumpsum ₹1000
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