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

Sundaram · Short Duration
Moderate
₹46.67
Current NAV
25 Jun 2026
31.2%
1Y Return
12.2%
3Y CAGR
21.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹24,370 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
0.82
Sharpe Ratio
1.32
Beta
-1.68
Alpha
0.92
Sortino
Fund Details
Fund House Sundaram
Category Short Duration
AUM ₹24370 Cr
Expense Ratio 1.72%
Min SIP ₹500
Min Lumpsum ₹1000
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