Formerly Principal S/T Income Gr
Short term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Rolling Returns metric has been Poor
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 17)
6 Month CAGR
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Launched (20y ago)
May 09, 2003
AUM in Crores
Nifty Short Duration Debt TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Short Duration Fund (Growth)||810,001||77,389||4.2%|
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 before investing. Past performance is not an indicator of future returns.
7.38 6/20/2027 12:00:00 am10%
6.69 6/27/2024 12:00:00 am7.4%
lic housing finance limited5%
sikka ports & terminals limited5%
|Fund Name||Fund Size||Rolling Returns|
₹ 47,245 cr
₹ 14,457 cr
₹ 20,146 cr
₹ 13,095 cr
₹ 47,245 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 58,084 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.8% over a period of 19 years. The fund was previously known as Principal S/T Income Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Short Duration Fund (G) as of 3/17/2023 is ₹37.22 with the total AUM as of 3/20/2023 is ₹200.11. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Short Duration Fund (G) was launched on May 09, 2003. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Sundaram Short Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Short Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Short Duration Debt TR INR.
Sundaram Short Duration Fund (G) is rated as a 1 fund in Debt and delivered 4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Short Duration Fund (G).
What is Sundaram Short Duration Fund (G)?
How to invest in Sundaram Short Duration Fund (G)?
You can invest in Sundaram Short Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Short Duration Fund (G)?
The minimum sip amount for Sundaram Short Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Short Duration Fund (G) good to invest in?
As per Scripbox experts, Sundaram Short Duration Fund (G) is a Not Recommended fund. You can investSundaram Short Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Short Duration Fund (G)?
The expense ratio of the Sundaram Short Duration Fund (G) is 0.93% for regular plan.