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Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW)

Sundaram · Short Duration
Moderate
₹13.22
Current NAV
25 Jun 2026
20.0%
1Y Return
9.0%
3Y CAGR
21.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.00).
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.50
Sharpe Ratio
0.40
Beta
3.00
Alpha
0.55
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Fund Details
Fund House Sundaram
Category Short Duration
AUM ₹4550 Cr
Expense Ratio 0.40%
Min SIP ₹500
Min Lumpsum ₹1000
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