Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Halfyearly IDCW
Fund House: Sundaram Mutual Fund
Category: Debt: Short Duration
Status: Open Ended Schemes
Launch Date: 01-01-2013
Minimum Investment: 5000.0
Asset Class:
Minimum Topup: 0.0
Benchmark: Nifty Short duration Debt Index A-II
Total Assets: 201.81 As on (31-03-2025)
Expense Ratio: 1.14% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 25-04-2025
14.2948
-0.0085
CAGR Since Inception
6.47%
Nifty Short duration Debt Index A-II 8.31%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Halfyearly IDCW | 9.13 | 6.86 | - | - | 6.47 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 9.14 | 6.88 | 6.5 | 6.82 | 7.0 |
Funds Manager
Dwijendra Srivastava, Sandeep Agarwal
RETURNS CALCULATORS for Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Halfyearly IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Halfyearly IDCW
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Halfyearly IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Short Duration Fund Reg Halfyearly IDCW | 01-01-2013 | 9.13 | 7.74 | 6.86 | 0.0 | 0.0 |
| Bank of India Short Term Income Reg Gr | 18-12-2008 | 10.43 | 8.01 | 9.35 | 10.37 | 5.78 |
| Bandhan Bond Short Term Reg Gr | 14-12-2000 | 9.48 | 7.91 | 6.89 | 6.32 | 7.03 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 9.46 | 7.97 | 7.1 | 6.6 | 7.25 |
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 9.46 | 7.95 | 7.08 | 6.59 | 7.25 |
| Nippon India Short Term Gr | 01-12-2002 | 9.42 | 8.03 | 6.95 | 6.55 | 7.08 |
| HDFC Short Term Debt Gr | 05-06-2010 | 9.41 | 8.25 | 7.3 | 6.94 | 7.52 |
| ABSL Short Term Gr Reg | 09-05-2003 | 9.36 | 7.95 | 7.19 | 7.19 | 7.43 |
| Sundaram Short Duration Fund Gr | 01-01-2013 | 9.27 | 7.82 | 6.93 | 7.77 | 6.32 |
| Sundaram Short Duration Fund Reg Principal Units | 01-01-2013 | 9.27 | 7.82 | 6.93 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Halfyearly IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Halfyearly IDCW | 3.92 | 0.5 | 1.76 | -0.1 | 7.24 | 3.62 |
| Debt: Short Duration | - | - | - | - | - | - |