Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
(Erstwhile
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option - Monthly
)
Category: Debt: Short Duration
Launch Date: 01-01-2013
Asset Class:
Benchmark:
Nifty Short duration Debt Index A-II
Expense Ratio: 0.89% As on ( 29-09-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 195.11 Cr As on ( 30-09-2025)
Turn over:
NAV as on 03-11-2025
13.0401
0.01
(
0.0721%
)
CAGR Since Inception
5.86%
Nifty Short duration Debt Index A-II 8.24%
Performance of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
7.67
7.48
5.78
5.08
5.86
Benchmark
-
-
-
-
-
Debt: Short Duration
8.04
7.44
6.0
6.7
6.99
Yearly Performance (%)
Nav Movement
Fund Managers
FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal
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.
Returns Calculator for
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
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 (IDCW)
PORTFOLIO
ANALYSIS of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)