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: 0.89% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 213.99 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

44.3867

7.24%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
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 0.5
Alpha 1.76
Beta -0.1
Yield to Maturity 6.67
Average Maturity 3.33

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 9.03 7.86 7.45 7.88 6.35
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 10.16 8.11 9.79 10.13 5.78
Nippon India Short Term Fund-Growth Plan 01-12-2002 9.44 8.16 7.64 6.31 7.14
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 9.41 8.13 7.65 6.19 7.3
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 9.41 8.11 7.64 6.19 7.29
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 9.27 8.05 7.57 5.85 7.05
HDFC Short Term Debt Fund - Growth Option 05-06-2010 9.26 8.29 7.86 6.51 7.53
HSBC Short Duration Fund - Regular Growth 01-01-2013 9.14 7.86 7.3 5.59 6.9
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 9.13 7.94 7.44 5.88 7.07
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 9.13 7.94 7.44 5.88 7.07

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

97.91%

Others

2.1%

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