← Sundaram Mutual Fund
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan
Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF173K01BA3
NAV · 06-Jul-2026
₹46.8355
1M
+1.44%
6M
+2.81%
1Y (CAGR)
+5.18%
3Y (CAGR)
+7.04%
5Y (CAGR)
—
Since inception (CAGR)
+6.30%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
0.89%
Downside dev (3y)
0.61%
Max drawdown (3y)
-0.4%
Sharpe (3y)
0.61
SIP XIRR (3y)
+6.85%
Calendar-year returns
2023 +6.9%2024 +7.9%2025 +7.3%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
AUM₹1,867 Cr
TER · AMFI officialDirect 0.28% · Regular 0.80% (2026-06-30)
Launch date24-Apr-2002
Plan typeOpen Ended · Debt
Min lumpsum5000
Lock-inNone
Volatility1.65
AMCSundaram Asset Management Company Ltd
Objective · To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
scheme documents ↗