← Sundaram Mutual Fund
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate RiskISIN INF173K01GP0
NAV · 06-Jul-2026
₹50.9529
1M
+1.49%
6M
+3.04%
1Y (CAGR)
+5.73%
3Y (CAGR)
+7.64%
5Y (CAGR)
—
Since inception (CAGR)
+6.90%
NAV history
hover for values
Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
0.89%
Downside dev (3y)
0.61%
Max drawdown (3y)
-0.4%
Sharpe (3y)
1.28
SIP XIRR (3y)
+7.43%
Calendar-year returns
2023 +7.4%2024 +8.5%2025 +8.0%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
AUM₹1,867 Cr
Expense ratio0.28% · 2026-05-31
TER · AMFI officialDirect 0.28% · Regular 0.80% (2026-06-30)
Launch date24-Apr-2002
Plan typeOpen Ended · Debt
Min lumpsum₹5,000
Min SIP₹250
Lock-inNone
Volatility1.35
AMCSundaram Asset Management Company Ltd
Objective · To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
scheme documents ↗