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

40.0917

7.16%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 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 05-01-2013 6.61 5.85 7.39 5.15 6.42
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.44 6.95 5.84 7.11 7.81
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.37 6.38 5.49 6.96 7.65
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 7.26 6.26 7.03 5.05 6.59
Nippon India Short Term Fund-Growth Plan 10-12-2002 6.95 5.85 5.24 6.52 7.28
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 6.88 6.25 5.5 6.86 7.67
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 6.83 5.81 4.94 5.94 7.18
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 6.81 6.05 5.26 6.63 7.33
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 6.77 6.03 5.25 6.62 7.33
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 6.67 5.82 5.06 6.34 7.17

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.97%

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