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

Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate RiskISIN INF173K01GQ8

NAV · 06-Jul-2026

₹13.2720

+1.48%

+0.23%

1Y (CAGR)

+1.10%

3Y (CAGR)

+0.93%

5Y (CAGR)

—

Since inception (CAGR)

+0.65%

NAV history

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Q3 · 3Y in category

Volatility (3y)

2.48%

Downside dev (3y)

3.97%

Max drawdown (3y)

-2.2%

Sharpe (3y)

-2.25

SIP XIRR (3y)

+1.22%

Calendar-year returns

2023 +0.1%2024 -0.1%2025 +2.5%

AUM₹1,867 Cr

Expense ratio0.28% · 2026-05-31

Launch date24-Apr-2002

Plan typeOpen Ended · Debt

Min lumpsum₹5,000

Min SIP₹250

Lock-inNone

Volatility3.19

AMCSundaram Asset Management Company Ltd

Objective · To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.