DebtShort Duration FundDirect · Growth
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
Sundaram · Scheme 149587
₹51.10▲ 0.03%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
7.6%
Risk level
Low
Min SIP
—
Benchmark
CRISIL Short Duration Debt Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.34% |
| 3 Months | +2.03% |
| 6 Months | +3.18% |
| 1 Year | +5.54% |
| 3 Years (CAGR) | +7.56% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +6.84% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns31
Consistency99
Risk-adjusted37
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 79% of windows
- ✓ Volatility: 1% annualised
- ✓ Max drawdown: -1%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +7.6%
- • 1Y return: +5.5%
- • Sharpe ratio: 0.45
- • Sortino ratio: 0.56
Risk metrics
Sharpe ratio
0.45
Sortino ratio
0.56
Volatility
0.89%
Max drawdown
-0.67%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.