← 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 INF903JA1KN5
NAV · 27-Jun-2025
₹14.8129
1M
+0.15%
6M
+1.43%
1Y (CAGR)
+4.79%
3Y (CAGR)
+4.86%
5Y (CAGR)
—
Since inception (CAGR)
+4.09%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
2.65%
Downside dev (3y)
5.17%
Max drawdown (3y)
-3.4%
Sharpe (3y)
-0.62
SIP XIRR (3y)
+4.86%
Calendar-year returns
2023 +5.0%2024 +6.2%
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
Volatility2.54
AMCSundaram Asset Management Company Ltd
Objective · To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
scheme documents ↗