Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan
Fund House: Sundaram Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: Nifty Short duration Debt Index A-II |
| TER: 0.85% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 239.48 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: Nil |
40.1764
0.01 (0.0249%)
7.15%
Benchmark: 8.69%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 3 Months
11 Years 2 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.92 |
| Sharpe Ratio | 0.55 |
| Alpha | 1.99 |
| Beta | -0.09 |
| Yield to Maturity | 7.5 |
| Average Maturity | 3.83 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.97%
