← 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 INF903JA1KM7
NAV · 27-Jun-2025
₹15.1085
1M
-1.55%
6M
+2.78%
1Y (CAGR)
+6.19%
3Y (CAGR)
+5.35%
5Y (CAGR)
—
Since inception (CAGR)
+4.75%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
1.69%
Downside dev (3y)
2.87%
Max drawdown (3y)
-2.0%
Sharpe (3y)
-0.68
SIP XIRR (3y)
+5.50%
Calendar-year returns
2023 +5.1%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
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 ↗