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Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Fortnightly IDCW

Sundaram · Short Duration
Moderate
₹12.88
Current NAV
28 Jun 2024
0.1%
1Y Return
11.2%
3Y CAGR
18.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.92%.
  • Professionally managed by an established fund house with experienced fund managers.
  • 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
0.72
Sharpe Ratio
0.92
Beta
-1.28
Alpha
0.95
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Fund Details
Fund House Sundaram
Category Short Duration
AUM ₹3770 Cr
Expense Ratio 0.92%
Min SIP ₹500
Min Lumpsum ₹1000
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