Back to Mutual Fund Database
DebtShort Duration FundHigh

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular - IDCW

Sundaram Mutual Fund

The Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular - IDCW is a Debt Short Duration Fund mutual fund managed by Sundaram Mutual Fund. It has a risk rating of high and tracks the NIFTY 50 TRI benchmark. Over the past 3 years, it has delivered a compound annual growth rate (CAGR) of 4.23%. Investors can start a Systematic Investment Plan (SIP) with a minimum of Rs. 100.This fund has an expense ratio of 0.72% and currently manages assets worth Rs. 3,162.62 Cr.

NAV
Rs. 14.47
Date
2025-06-27
AUM
Rs. 3,162.62 Cr
TER
0.72%
Last Updated: 14 Jun 2026, 6:55 pmNAV Source: MFAPIPlan Type: Regular

Fund Details

Scheme Code149730
ISIN GrowthINF903JA1KF1
ISIN Dividend-
Plan TypeRegular
Fund ManagerPriya Nair & Neha Sharma
Launch Date2017-07-15
BenchmarkNIFTY 50 TRI
Exit Load1% if redeemed within 1 year; Nil after 1 year
Lumpsum MinimumRs. 1,000

NAV-Based Returns

1 Month0.10%
3 Months2.48%
6 Months1.12%
1 Year4.13%
3 Year CAGR4.23%
5 Year CAGRData Unavailable
10 Year CAGRData Unavailable
Since Inception3.46%

SIP Analytics

Minimum SIPRs. 100
SIP XIRRData Unavailable
1Y SIP ReturnData Unavailable
3Y SIP ReturnData Unavailable
5Y SIP ReturnData Unavailable
Monthly SIP ProjectionData Unavailable
Goal PlanningAvailable in WealthPath SIP planner

Risk Analysis

AlphaData Unavailable
BetaData Unavailable
Sharpe RatioData Unavailable
Sortino RatioData Unavailable
Std DeviationData Unavailable
Information RatioData Unavailable
VolatilityHigh
Max DrawdownData Unavailable

Top Holdings

Data Unavailable

Sector Allocation

Data Unavailable

Asset Allocation

Data Unavailable

Market Cap Allocation

Data Unavailable

Country Allocation

Data Unavailable

Data Status

Scheme code, scheme name, ISIN, NAV and NAV date loaded from AMFI NAVAll feed.

Fundamental metrics (AUM, TER, manager, launch date, benchmark and exit load) verified from official disclosures.

Trailing returns calculated from MFAPI historical NAV series.

navDate: NAV is older than 7 days.

name: AMFI name differs from MFAPI name: Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Halfyearly IDCW.