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

Sundaram · Short Duration
Moderate
₹14.99
Current NAV
27 Jun 2025
6.8%
1Y Return
5.9%
3Y CAGR
11.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹14,730 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
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
1.18
Sharpe Ratio
1.38
Beta
-2.82
Alpha
1.39
Sortino
Fund Details
Fund House Sundaram
Category Short Duration
AUM ₹14730 Cr
Expense Ratio 1.38%
Min SIP ₹500
Min Lumpsum ₹1000
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