Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan
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Fund Manager: FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal |
Debt: Short Duration |
Nifty Short duration Debt Index A-II
NAV as on 13-02-2026
AUM as on
Rtn ( Since Inception )
7.18%
Inception Date
Jan 06, 2013
Expense Ratio
0.72%
Fund Status
Open Ended Schemes
Min. Investment
5,000
Min. Topup
500
Min. SIP Amount
250
Risk Status
moderate
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 (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 0.98 | 2.61 | 6.98 | 7.29 | 7.31 | 6.23 |
| NIFTY 3 YEAR SDL | 1.21 | 1.93 | 6.59 | 7.68 | 6.25 | 7.65 |
| Debt: Short Duration | 0.87 | 2.53 | 7.07 | 7.2 | 6.11 | 6.67 |
| Rank within Category | 5 | 9 | 15 | 12 | 2 | 17 |
| Number of Funds within Category | 26 | 26 | 26 | 26 | 23 | 21 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | 195.29 | 0.72 | 6.98 | 7.29 | 7.31 | 6.23 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 11,694.96 | 0.91 | 7.69 | 7.54 | 6.15 | 7.15 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 11,694.96 | 0.91 | 7.69 | 7.55 | 6.16 | 7.15 |
| ICICI Prudential Short Term Fund - Growth Option | 22,697.78 | 1.06 | 7.54 | 7.67 | 6.47 | 7.45 |
| Nippon India Short Duration Fund-Growth Plan | 8,636.72 | 0.93 | 7.5 | 7.53 | 6.24 | 6.97 |
| HDFC Short Term Debt Fund - Growth Option | 17,419.23 | 0.7 | 7.42 | 7.7 | 6.31 | 7.37 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 17,220.62 | 0.85 | 7.38 | 7.35 | 5.91 | 6.9 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 17,220.62 | 0.85 | 7.38 | 7.35 | 5.91 | 6.9 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 9,739.98 | 0.99 | 7.35 | 7.46 | 6.29 | 7.31 |
| HSBC Short Duration Fund - Regular Growth | 4,302.67 | 0.69 | 7.28 | 7.21 | 5.68 | 6.72 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 9.28 | 5.64 | 6.18 | -3.5 | 9.72 | 10.19 | 3.45 | 6.86 | 7.92 | 0.53 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
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.
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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