Short Durationregulargrowth
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.01%
1 Month-0.20%
3 Months+0.61%
6 Months+1.97%
1 Year+5.74%
3 Years (CAGR)+6.98%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jan 2022)+6.14%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.36%
3 Year SIP+6.56%
5 Year SIP—
Since Inception (Jan 2022)+6.60%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Jan 2022
AMFI Code149585
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
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.
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