Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Plan Annual IDCW
Category: Debt: Short Duration
Launch Date: 01-01-2013
AUM:
₹ 193.82 Cr
Expense Ratio
0.85%
Benchmark
Nifty Short duration Debt Index A-II
ISIN
INF903JA1KJ3
Minimum Investment
5000.0
Minimum Topup
0.0
Minimum SIP Amount
250
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Plan Annual IDCW | 6.6 | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
14.005
Last change
0 (0.0207%)
Fund Size (AUM)
₹ 193.82 Cr
Performance
5.52% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.18% GOI 14/08/2033 | 15.62 |
| Others | 15.0 |
| 7.06% GOI 10/04/2028 | 7.74 |
| 7.69% REC Ltd. 31/03/2033 | 5.23 |
| 7.38% GOI 20/06/2027 | 5.2 |
| 7.77% Power Finance Corporation Ltd. 15/04/2028 | 5.19 |
| 7.62% National Bank For Agriculture & Rural Development 10/05/2029 | 5.15 |
| 7.47% Small Industries Devp. Bank of India Ltd. 25/11/2025 | 5.14 |
| 8.9% Bharti Telecom Ltd. 04/12/2025 | 3.61 |
| 7.95% LIC Housing Finance Ltd. 29/01/2028 | 2.59 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 40.97 |
| Sovereign | 31.14 |
| Others | 21.7 |
| Communication | 3.61 |
| Construction | 2.58 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Short Duration Fund Reg Plan Annual IDCW | 0.0 |
| ICICI Pru Short Term Gr | 7.03 |
| HDFC Short Term Debt Gr | 6.91 |
| UTI Short Duration Fund Reg Gr | 7.67 |
| ABSL Short Term Gr Reg | 6.76 |
| Nippon India Short Term Gr | 6.47 |
| Bandhan Bond Short Term Reg Gr | 6.25 |
| Axis Short Term Reg Gr | 6.78 |
| Invesco India Short Duration Gr | 5.85 |
| Axis Short Term Ret Gr | 6.78 |