Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Short Duration
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; Sandeep Agarwal
34slipping
Latest NAV
₹51.2316
as of 18 Aug 2026
AUM
—
Expense ratio
0.24%
as of 30 Jun 2026
Inception
03 Jan 2022
FundScore
34/100slipping
Rank #85 of 252 in Short Duration · top 66%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.57%
3M
2.38%
6M
2.98%
1Y
6.01%
3Y CAGR
7.60%
5Y CAGR
—
Since incep.
6.84%
Fund details
- Fund manager
- Kumaresh Ramakrishnan; Sandeep Agarwal
- Riskometer
- Low to Moderate Risk
- Type
- Open Ended
- Portfolio turnover
- —
- Volatility (3Y)
- 1.4%
- Rating (external)
- ★★★★☆as of 31 Jul 2026
Investment objective
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
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