Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan

Category: Debt: Short Duration
Launch Date: 05-01-2013
Asset Class:
Benchmark: Nifty Short duration Debt Index A-II
Expense Ratio: 0.85% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 239.48 Cr As on (31-03-2024)
Turn over:
NAV as on 15-04-2024

40.0917

0.03 (0.0736%)

CAGR Since Inception

7.16%

Nifty Short duration Debt Index A-II 8.71%

PERFORMANCE of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan

Scheme Performance (%) Data as on - 15-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 6.61 7.39 5.15 6.42 7.16
Benchmark - - - - -
Debt: Short Duration 6.57 5.38 5.94 6.93 6.73

Yearly Performance (%)

Nav Movement

Fund Managers

Dwijendra Srivastava, Sandeep Agarwal

Investment Objective

The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.

RETURNS CALCULATOR for Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 3.92 0.55 1.99 -0.09 7.5 3.83
Debt: Short Duration - - - - - -

PEER COMPARISION of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan

Period
Data as on - 15-04-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 05-01-2013 6.61 5.85 7.39 5.15 6.42
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.44 6.95 5.84 7.11 7.81
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.37 6.38 5.49 6.96 7.65
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 7.26 6.26 7.03 5.05 6.59
Nippon India Short Term Fund-Growth Plan 10-12-2002 6.95 5.85 5.24 6.52 7.28
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 6.88 6.25 5.5 6.86 7.67
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 6.83 5.81 4.94 5.94 7.18
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 6.81 6.05 5.26 6.63 7.33
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 6.77 6.03 5.25 6.62 7.33
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 6.67 5.82 5.06 6.34 7.17

PORTFOLIO ANALYSIS of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan

Asset Allocation (%)