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: 01-01-2013 |
| Asset Class: |
| Benchmark: Nifty Short duration Debt Index A-II |
| TER: 0.8% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 187.9 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
46.2827
0.11 (0.2279%)
7.14%
Benchmark: 8.0%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
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 | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 7.46 |
| Average Maturity | 2.01 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | 01-01-2013 | 4.27 | 6.89 | 6.7 | 7.24 | 6.04 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
97.44%
Others
2.56%
