Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units

Mutual Fund · Debt Scheme - Short Duration Fund · As of 18 Oct 2026, 6:53 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

71/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Behind the Nifty 50 over 3Y by 1.8 points a year
• This fund's category (Debt Scheme - Short Duration Fund) is not what the Nifty 50 tracks, so the comparison below is indicative only — judge it against its own category benchmark.

Investment Checklist

4 / 4 checks passed

✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹16.03

As of

27 Jun 2025

Fund History Available

3.5 yrs

3Y Return (CAGR)

8.5%

5Y Return (CAGR)

6.6%

Annualized Volatility

0.9%

Relatively stable

Sharpe Ratio (est.)

1.99

Good risk-adj. return

Max Drawdown

-0.7%

Contained

Category Peer Comparison

Scheme	1Y Return
HSBC Short Duration Fund - Growth Direct	—
PGIM India Short Duration Fund - Direct Plan - Growth	—
JM Ultra Short Duration Fund - (Direct) - Growth Option	—
BOI AXA Ultra Short Duration Fund- Institutional Plan- Growth	—

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹7,42,872

Estimated Gain

₹1,42,872

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.