OriginFunds
Sundaram Mutual Fund

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)

Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★ISIN INF173K01BB1
NAV · 06-Jul-2026
13.1324
1M
+1.44%
6M
-0.00%
1Y (CAGR)
+0.56%
3Y (CAGR)
+0.67%
5Y (CAGR)
Since inception (CAGR)
+0.47%

NAV history

12.9213.0313.1304-07-202303-07-202613.13
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
2.41%
Downside dev (3y)
3.75%
Max drawdown (3y)
-2.5%
Sharpe (3y)
-2.42
SIP XIRR (3y)
+0.83%
Calendar-year returns
2023 +0.1%2024 -0.1%2025 +1.9%

Fund facts

AUM₹1,867 Cr
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 ↗