← Sundaram Mutual Fund
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan IDCW
Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF903JA1KR6
NAV · 27-Jun-2025
₹15.3483
1M
+0.15%
6M
+5.09%
1Y (CAGR)
+7.47%
3Y (CAGR)
+6.52%
5Y (CAGR)
—
Since inception (CAGR)
+5.15%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
1.95%
Downside dev (3y)
3.73%
Max drawdown (3y)
-2.2%
Sharpe (3y)
0.01
SIP XIRR (3y)
+7.15%
Calendar-year returns
2023 +5.0%2024 +6.3%
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
Volatility0.86
AMCSundaram Asset Management Company Ltd
Objective · To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
scheme documents ↗