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Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW)
★★★★★ monitor_heart Health Score: 70/100 · GoodSundaram Mutual Fund · Debt · Short Duration
₹13.11
AUM: ₹184 Cr
NAV updated 9 days ago
Plan
Direct
Option
Idcw
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
-2.0
Std Dev (1Y)
2.84%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.59%
3m
+1.69%
6m
+3.14%
1y
+5.54%
3y
+7.51%
5y
+8.02%
10y
+6.72%
since inception
+0.64%
rate_review TopFund's Take on Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW)
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW) holds up reasonably well within the Short Duration 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 24% below the Short Duration category average of 0.37% (based on 118 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 -2.0 — 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 2.84% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt 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.
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Frequently Asked Questions about Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW)
The current NAV (Net Asset Value) of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW) is ₹13.11. NAV is updated every business day after market close by AMFI.
1Y: 5.54% · 3Y CAGR: 7.51% · 5Y CAGR: 8.02%
The expense ratio is 0.28% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW) is managed by Gurvinder Singh Wasan at Sundaram Mutual Fund.
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW) is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW) is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW) is ₹184 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.