← Sundaram Mutual Fund
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Weekly IDCW
Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF903JA1KG9
NAV · 28-Jun-2024
₹12.8624
1M
+0.09%
6M
-0.06%
1Y (CAGR)
+0.01%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+0.04%
NAV history
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Risk & SIP analytics
Volatility (3y)
1.12%
Downside dev (3y)
1.16%
Max drawdown (3y)
-0.9%
Calendar-year returns
2023 +0.1%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
AUM₹1,867 Cr
TER · AMFI officialDirect 0.28% · Regular 0.80% (2026-06-30)
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 ↗