Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Plan Annual IDCW
Fund House: Sundaram Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: Nifty Short duration Debt Index A-II |
| TER: 1.14% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 0 |
| Total Assets: 213.14 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
14.6295
0.01 (0.0417%)
6.22%
Benchmark: 8.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.92 |
| Sharpe Ratio | 0.5 |
| Alpha | 1.76 |
| Beta | -0.1 |
| Yield to Maturity | 7.36 |
| Average Maturity | 3.48 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Plan Annual IDCW | 01-01-2013 | 8.08 | 7.61 | 6.48 | - | - |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 9.33 | 7.79 | 8.92 | 7.91 | 5.73 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 8.39 | 8.12 | 6.83 | 6.74 | 7.47 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 8.3 | 7.76 | 6.37 | 6.14 | 6.97 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 8.27 | 7.84 | 6.62 | 6.43 | 7.19 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.01%
