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

Sundaram · Short Duration
Moderate
₹12.90
Current NAV
28 Jun 2024
0.0%
1Y Return
13.9%
3Y CAGR
17.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.59%.
  • Very large asset base (AUM: ₹24,540 Cr) indicating high investor trust and liquidity.
  • 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
0.99
Sharpe Ratio
0.59
Beta
-0.01
Alpha
1.28
Sortino
Fund Details
Fund House Sundaram
Category Short Duration
AUM ₹24540 Cr
Expense Ratio 0.59%
Min SIP ₹500
Min Lumpsum ₹1000
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