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Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular - IDCW
★★★★★ monitor_heart Health Score: 64/100 · AverageSundaram Mutual Fund · Debt · Short Duration Fund
₹14.47
AUM: ₹186 Cr
NAV updated 16 days ago
Plan
Regular
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
—
Std Dev (1Y)
—
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.14%
3m
+2.61%
6m
+1.1%
1y
+4.13%
3y
+4.23%
5y
+7.86%
10y
+6.76%
since inception
+3.46%
rate_review TopFund's Take on Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular - IDCW
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular - IDCW sits in the middle of the pack for Short Duration Fund funds, 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 64/100.
Cost: At 0.28%, the expense ratio is meaningfully cheaper — about 20% below the Short Duration Fund category average of 0.35% (based on 40 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
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) Regular - IDCW
The current NAV (Net Asset Value) of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular - IDCW is ₹14.47. NAV is updated every business day after market close by AMFI.
1Y: 4.13% · 3Y CAGR: 4.23% · 5Y CAGR: 7.86%
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) Regular - IDCW is managed by Gurvinder Singh Wasan at Sundaram Mutual Fund.
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular - 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) Regular - IDCW is a Short Duration Fund 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) Regular - IDCW is ₹187 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.