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Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)
Sundaram·
Short Duration
1Y
+5.02%
3Y
+7.38%
5Y
-
Since Inception
+6.67%
Sharpe
-0.46
Sortino
-0.61
Max Drawdown
-0.67%
Volatility
1.22%
Alpha
+0.50%
Beta
1.17
Info Ratio
0.95
Up / Down Capture
106 / 70
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹196 Cr (January - March 2026)
Expense ratio (Direct)0.28%
Minimum lumpsumRs 5,000
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Short Duration
1Y
#6 of 29
Top 21%
3Y CAGR
#10 of 28
Top 36%
5Y CAGR
-
Sharpe
#7 of 29
Top 24%