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

Sundaram · Short Duration
Moderate
₹13.09
Current NAV
25 Jun 2026
26.6%
1Y Return
19.6%
3Y CAGR
16.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • 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
  • 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
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
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