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Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)
Sundaram·
Short Duration
1Y
+5.30%
3Y
+7.44%
5Y
-
Since Inception
+6.80%
Sharpe
-0.42
Sortino
-0.54
Max Drawdown
-0.67%
Volatility
1.14%
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
#9 of 29
Top 31%
3Y CAGR
#12 of 28
Top 43%
5Y CAGR
-
Sharpe
#5 of 28
Top 18%