Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option - Monthly
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 (31-05-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 12-06-2025
13.0759
-0.0026
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 - Monthly | 9.15 | 7.39 | 7.39 | 5.16 | 5.87 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 9.18 | 7.47 | 6.35 | 6.88 | 7.03 |
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 - Monthly
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
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PORTFOLIO ANALYSIS of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option - Monthly
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 - Monthly
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Short Duration Fund IDCW Monthly | 01-01-2013 | 9.15 | 7.8 | 7.39 | 7.39 | 5.16 |
| Bank of India Short Term Income Reg Gr | 18-12-2008 | 10.34 | 8.11 | 9.86 | 10.24 | 5.83 |
| Nippon India Short Term Gr | 01-12-2002 | 9.63 | 8.17 | 7.64 | 6.49 | 7.17 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 9.58 | 8.11 | 7.65 | 6.4 | 7.32 |
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 9.58 | 8.09 | 7.63 | 6.39 | 7.32 |
| HDFC Short Term Debt Gr | 05-06-2010 | 9.46 | 8.33 | 7.87 | 6.73 | 7.55 |
| Bandhan Bond Short Term Reg Gr | 14-12-2000 | 9.45 | 8.06 | 7.68 | 6.07 | 7.08 |
| HSBC Short Duration Fund Reg Growth | 01-01-2013 | 9.33 | 7.87 | 7.32 | 5.75 | 6.92 |
| SBI Short Term Debt Reg Gr | 05-07-2007 | 9.32 | 7.94 | 7.45 | 6.02 | 7.1 |
| SBI Short Horizon Debt Short Term RetGr | 27-07-2007 | 9.32 | 7.94 | 7.45 | 6.02 | 7.1 |
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 - Monthly
| 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 - Monthly | 3.92 | 0.5 | 1.76 | -0.1 | 6.67 | 3.33 |
| Debt: Short Duration | - | - | - | - | - | - |