Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (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: 500.0
Benchmark: Nifty Short duration Debt Index A-II
Total Assets: 213.99 As on (30-05-2025)
Expense Ratio: 0.89% As on (30-06-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 11-07-2025
13.0666
0.0033
CAGR Since Inception
5.87%
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)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 9.01 | 7.44 | 5.7 | 5.14 | 5.87 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 9.03 | 7.46 | 6.01 | 6.85 | 7.04 |
Funds Manager
FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal
RETURNS CALCULATORS for Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (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)- Income Distribution CUM Capital Withdrawal Option (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Short Duration Fund IDCW | 01-01-2013 | 9.01 | 7.9 | 7.44 | 5.7 | 5.14 |
| Bank of India Short Term Income Reg Gr | 18-12-2008 | 10.18 | 8.22 | 9.84 | 10.06 | 5.78 |
| Nippon India Short Term Gr | 01-12-2002 | 9.48 | 8.26 | 7.62 | 6.18 | 7.13 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 9.46 | 8.24 | 7.64 | 6.08 | 7.29 |
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 9.46 | 8.23 | 7.63 | 6.08 | 7.28 |
| HDFC Short Term Debt Gr | 05-06-2010 | 9.29 | 8.38 | 7.86 | 6.29 | 7.52 |
| Bandhan Bond Short Term Reg Gr | 14-12-2000 | 9.26 | 8.17 | 7.61 | 5.76 | 7.04 |
| SBI Short Term Debt Reg Gr | 05-07-2007 | 9.21 | 8.05 | 7.46 | 5.75 | 7.07 |
| SBI Short Horizon Debt Short Term RetGr | 27-07-2007 | 9.21 | 8.05 | 7.46 | 5.75 | 7.07 |
| HSBC Short Duration Fund Reg Growth | 01-01-2013 | 9.16 | 7.99 | 7.3 | 5.51 | 6.89 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (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)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 3.92 | 0.5 | 1.76 | -0.1 | 6.67 | 3.33 |
| Debt: Short Duration | - | - | - | - | - | - |