MF
MFGenie.ai
Short Durationregulargrowth📊 NIFTY Short Duration Debt Index(SEBI default)

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

Sundaram Mutual Fund

#4 of 27 (1Y)

₹46.1073

₹0.03 (+0.07%)

NAV as of 29 May 2026

Option:Growth₹₹46.1073IDCW₹₹13.0586Growth₹₹50.1339IDCW₹₹12.9282
Invest OnlineCompare Fund

Today's NAV — all variants

Regular · Growth

₹₹46.1073

₹0.03 (+0.07%)

29 May 2026

AMFI: 149585

Direct · Growth

₹₹50.1339

₹0.04 (+0.07%)

29 May 2026

AMFI: 149587

Regular · IDCW

₹₹12.9282

₹0.01 (+0.07%)

29 May 2026

AMFI: 149586

Direct · IDCW

₹₹13.0586

₹0.01 (+0.07%)

29 May 2026

AMFI: 149588

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.27%
1 Month-0.15%
3 Months+0.47%
6 Months+1.50%
1 Year+4.16%
3 Years (CAGR)+6.61%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Dec 2021)+6.06%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+3.71%
3 Year SIP+6.26%
5 Year SIP—
Since Inception (Dec 2021)+6.40%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹26,500

Invested

₹30,567

Value today

6.4%

XIRR (p.a.)

₹500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

₹1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,297

Value today

6.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

Direct vs Regular — ₹500/month over 4 years

Expense ratio drag on your actual returns

Direct plan

₹28,321

Regular plan

₹27,984

Direct earns ₹337 more on a ₹24K investment — 0.35% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSundaram Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
AUM₹196 Cr
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY Short Duration Debt Index
Launch Date30 Dec 2021
AMFI Code149585

Risk Metrics

Trailing 1 year, annualised

-0.10

Sharpe Ratio

—

Alpha

—

Beta

-0.11

Sortino

0.95%

Std Dev

-0.36%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Compare with Similar Funds

Axis Short Duration Fund - Retail Plan - Growth Option

3Y: +6.79%

ICICI Prudential Short Term Fund - Growth Option

3Y: +6.96%AUM: ₹22,310 Cr

Kotak Bond Short Term Plan-(Growth)

3Y: +6.35%AUM: ₹17,470 Cr

HDFC Short Term Debt Fund - Growth Option

3Y: +6.92%AUM: ₹17,026 Cr

SBI SHORT TERM DEBT FUND - REGULAR PLAN -GROWTH

3Y: +6.55%AUM: ₹16,916 Cr
Compare All Short Duration FundsView all Short Duration funds

Investment Objective

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan by Sundaram Mutual Fund is a Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Short Duration category.

About This Fund

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan is a Short Duration mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹196 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Short Duration Debt Index.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations