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Previously called: Principal Short Term Debt Direct-G

NAV as of ( Sep 09, 2022 )

38.61 0.04 % 1-D Change

6.89% p.a.

You get upto 0.65% extra returns

ET Money's Fund Report Card - Sundaram Short Duration Fund

ET Money Rank


Out of 22

Performance Quality info

Poor drop-arrow

Generated returns consistently


Increased returns for each unit of additional risk info


Downside Protection info

Good drop-arrow

Controlled losses during market corrections


Delivered returns without frequent ups and downs


Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

This fund vs
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Scheme Details

ET Money Rank 18 Out of 22
VRO Rating 5
Expense ratio 0.28%  As on Jul 31, 2022
Exit Load 0%
AUM (Fund Size) 205 Crs
Lock-in No Lockin
Age 9 yrs 8 m Since Jan 01, 2013
Benchmark NIFTY Short Duration Debt Index B-II
Min. Investment

SIP 2000  &

Lumpsum 5000

About Sundaram Short Duration Fund

Sundaram Short Duration Fund Direct-Growth is a Short Duration mutual fund scheme from Sundaram Mutual Fund . This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Sundaram Short Duration Fund Direct-Growth has ₹205 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.28%, which is close to what most other Short Duration funds charge.
  • Sundaram Short Duration Fund Direct-Growth returns of last 1-year are 10.55%. Since launch, it has delivered 7.47% average annual returns.
  • Sundaram Short Duration Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
  • The fund's credit profile is high indicating it has lent to borrowers whose quality is great. Most funds in this category lend to better borrowers and hence the risk of default in this fund is higher than the category.
  • The fund's top holdings are in GOI, Indian Oil Corpn. Ltd., Citi Corp Finance Ltd, Reliance Ports and Terminals Ltd, LIC Housing Finance Ltd..
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Investment Returns Calculator

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You would have earned ₹ 1,001 more by investing in ET Money Direct Plan

Total value Profit
This fund
Category Average
Bank FD

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Aug 31, 2022
Top Stock Holdings

Bifurcation by Holding is not available for this fund

Allocation by Market Cap

Large Cap 0%

Mid Cap 0%

Small Cap 0%

Other Cap 0%

Allocation by Sector

Bifurcation by Sector is not available for this fund

Top Debt Holdings

GOI 18.6%

Indian Oil Corpn. Ltd. 7.68%

Citi Corp Finance Ltd 5.79%

Reliance Ports and Terminals Ltd 4.89%

Allocation by Credit Quality

AAA 47.24%

SOV 20.61%

Cash & Call Money 19.73%

A1+ 6.94%

Allocation by Instruments

Debenture 34.38%

Repo 19.73%

GOI Securities 18.6%

Non Convertible Debenture 9.26%

Other Holdings

Others 19.73%

Comparison with short duration Funds

as on Sep 12, 2022
0.58 % p.a
This fund


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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 0.58% 0.52% 7 / 21
3 months 1.64% 1.92% 18 / 21
6 months 1.73% 1.65% 9 / 20
1 year 3.34% 3.44% 6 / 18
3 years 6.16% 6.43% 10 / 18
5 years 4.58% 6.43% 16 / 17


Level of Risk in the Scheme


Sorry! Our analysts are busy working on analysing a risk rating for this scheme. Please bear with us in the meantime.

Sundaram Short Duration Fund


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.

  • Std. Dev : 4.84
  • Alpha : 2.99
  • Beta : -1.88
  • Sharpe : 0.99
  • Sortino : 2.59
  • Profile

    Dwijendra Srivastava

    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

  • Profile

    Sandeep Agarwal

    Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

    Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Sundaram Mutual Fund

Sundaram Mutual Fund



See all schemes


₹39,954 Crs

As on Jun 30, 2022

  • Phone: 1860-425-7237
  • Address: Sundaram Towers, 2nd Floor,
    46, Whites Road,
    Chennai, 600014

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Frequently asked questions

How are the returns of Sundaram Short Duration Fund ?

The Sundaram Short Duration Fund is a 9 yrs 8 m old fund and has delivered average annual returns of 6.89% since inception.

Sundaram Short Duration Fund Returns

1-Year 3-Year 5-Year Since Inception
3.34% 6.16% 4.58% 6.89%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Sundaram Short Duration Fund for Sep 09, 2022 is 38.61 .

Sundaram Short Duration Fund has an ET Money Rank of # 18 of 22 and a consistency rating of 2 .

This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.

On ET Money, Investing in Sundaram Short Duration Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Sundaram Short Duration Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Sundaram Short Duration Fund is 0.28%.  .

Redeeming your investments in Sundaram Short Duration Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Short Duration Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Sundaram Short Duration Fund is ₹205 Crs.

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Sundaram Short Duration Fund allocation by credit quality is given below

Credit Quality Percentage of Portfolio
AAA 47.24%
SOV 20.61%
Cash & Call Money 19.73%

The top 3 debt holdings of Sundaram Short Duration Fund are as follows

Holding Name Percentage of Portfolio
GOI 18.6%
Indian Oil Corpn. Ltd. 7.68%
Citi Corp Finance Ltd 5.79%
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