Sundaram Short Duration Fund (Formerly Known As Principal Short Term Debt Fund)

Short DurationDebt Rank 11 of 27

NAV · Direct-Growth

₹51.37+0.04+0.08%

As of 5 Oct 2026 · AMFI

NAV growth+5.2%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

Beats its Short Duration category on 3Y & 5Y but trails on 1Y.

1Y return

+5.3%

-0.0 vs cat

3Y CAGR

+7.4%

+0.2 vs cat

5Y CAGR

+6.6%

+0.1 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.3%

3Y std dev

Go deeper on Sundaram Short Duration Fund (Formerly Known As Principal Short Term Debt Fund)

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Short Duration Fund (Formerly Known As Principal Short Term Debt Fund) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Short Duration Fund (Formerly Known As Principal Short Term Debt Fund) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) is a Short Duration scheme from Sundaram. Long-run track record: about 6.6% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF173K01GP0

NAV (Direct-Growth)

₹51.3655

Last 1Y

+5.21%

Oct 25Min ₹48.82 · Max ₹51.38 · 242 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.15%	+0.14%	19/ 34
1M	+0.08%	+0.01%	8/ 34
3M	+0.86%	+0.55%	5/ 32
6M	+3.34%	+3.84%	14/ 29
YTD	+3.95%	+4.02%	7/ 28
1Y	+5.28%	+5.28%	7/ 28
2Y	+6.81%	+6.84%	12/ 27
3Y	+7.40%	+7.25%	11/ 27
5Y	+6.59%	+6.48%	8/ 25
7Y	+6.83%	+6.80%	10/ 23
10Y	+5.99%	+6.76%	18/ 20

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