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Sundaram Mutual Fund · Debt: Short Duration
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan
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.
Benchmark · Nifty Short duration Debt Index A-IITER · 0.80%Inception · 01-01-2013
NAV
₹46.10
-0.02% · as of 14-05-2026
Since inception
7.14%
CAGR
Benchmark (inception)
8.00%
CAGR
Fund size
₹2 Cr
AUM
Expense ratio
0.80%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +7.14% CAGR vs benchmark +8.00%.
Portfolio
Where the money is invested
Top holdings
7.00% Tamil Nadu State Government Securities - 12/03/20297.90%
Union Bank of India (16-Mar-2027)7.36%
7.22% Small Industries Dev Bank of India (10/04/2029)5.73%
TREPS5.41%
7.77% Power Finance Corporation Limited5.28%
8.15% PNB Housing Finance Limited (29/07/2027)5.27%
7.62% National Bank For Agriculture and Rural Development (10/05/2029)5.26%
NCD EXPORT IMPORT BANK OF INDIA5.25%
Punjab National Bank (05/02/2027)4.94%
7.32% Government of India2.67%
Sector allocation
Not available.
Riskometer
LowVery High
Moderate
What if you'd SIP'd here?
@ 7.1% p.a.₹10,000
10 years
Projected value
₹17,54,626
Invested: ₹12,00,000
Gained: ₹5,54,626
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
D
Dwijendra Srivastava, Sandeep Agarwal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149585
ISIN (Growth)
INF173K01BA3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Debt: Short Duration funds
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