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Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 70/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)7.53%
- Expense ratio (20%)0.28%
- AUM (15%)₹184 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Income/Debt Oriented · Short Term Fund
₹51.33
AUM: ₹184 Cr
NAV updated 24 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.28%
Exit Load
Nil
Fund Manager
Gurvinder Singh Wasan
Inception
Jan 2013
Benchmark
NIFTY Short Duration Debt Index A-II
Sharpe Ratio
-0.4
Std Dev (1Y)
0.98%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.44%
3m
+2.21%
6m
+3.0%
1y
+5.98%
3y
+7.53%
5y
+8.09%
10y
+6.7%
since inception
+6.82%
TopFund's Take on Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option holds up reasonably well within the Short Term Fund category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 70/100.
Cost: At 0.28%, the expense ratio is meaningfully cheaper — about 18% below the Short Term Fund category average of 0.34% (based on 58 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.4 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.98% is on the lower side for a Short Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
The current NAV (Net Asset Value) of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option is ₹51.33. NAV is updated every business day after market close by AMFI.
1Y: 5.98% · 3Y CAGR: 7.53% · 5Y CAGR: 8.09%
The expense ratio of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option is 0.28% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option is managed by Gurvinder Singh Wasan at Sundaram Mutual Fund.
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option is a Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option is ₹184 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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