Home› Funds› Sundaram Short Duration Fund (Formerly Known as Pr

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

Sundaram · Short Duration
Moderate
₹12.90
Current NAV
04 Nov 2026
-1.1%
1Y Return
0.0%
3Y CAGR
16.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.86%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.56).
  • Very large asset base (AUM: ₹20,610 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.56
Sharpe Ratio
0.86
Beta
-0.94
Alpha
1.97
Sortino
Fund Details
Fund House Sundaram
Category Short Duration
AUM ₹20610 Cr
Expense Ratio 0.86%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW
₹4281.41 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Weekly - IDCW
₹3622.98 192.1%
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
₹4197.15 192.1%