Home
Blog
Reach Us
Distributor Login Investor Login
A+ A A-
Distributor Login Investor Login
Home Blog Reach Us
Email Us
customerservices@sundarammutual.com
Home
All Funds
Sundaram Short Duration Fund

Sundaram Short Duration Fund

Formerly known as Principal Short Term Debt Fund

An open ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year and 3 years. A relatively high interest rate risk and moderate credit risk.

(Sundaram Short Term Debt Fund has merged into Principal Short Term Debt Fund and the surviving scheme has been renamed)

Sundaram Short Duration Fund

About This Fund

  • Invests in highly rated Corporate Bonds, Bank CDs, Money Market instruments and G-Secs/ SDLs.
  • Runs a short duration strategy, which would be maintained in the range of 1 - 3 years.

NAV as on

Returns since inception as on

%

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Total Investors

3,58,030+

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

  • Invests in highly rated Corporate Bonds, Bank CDs, Money Market instruments and G-Secs/ SDLs.
  • Runs a short duration strategy, which would be maintained in the range of 1 - 3 years.

Ideal For

  • Investors who seek income and capital appreciation by investing in a portfolio comprising of fixed income securities maturing between 1-3 years.
  • Income and capital appreciation by investing in a portfolio comprising of fixed income securities.
  • Having a Macaulay duration is between 1 year and 3 years.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal Option (IDCW): Payout (Weekly, Fortnightly, Monthly, Quarterly, Half-Yearly and Annual), Reinvestment (Weekly, Fortnightly & Monthly), Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 5000

Entry Load

Nil

Portfolio YTM

Average Maturity

Macaulay Duration

Exit Load

Nil

="align-middle bg-sm-orange-rgba">Additional Benchmark
(₹)
Performance ₹ invested
Period Fund
(%)		 TIER I
(%)		 Additional Benchmark
(%) 		Fund
Fund
(₹)		 TIER I
(₹)		 Additional Benchmark
(₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

Expand All Collapse All

Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio
Fact-Sheet
Application Form
Scheme Information Document
Statement of Additional Information

Fund Managers

Product Label

Potential Risk Class Matrix

The potential risk class matrix of Sundaram Short Duration Fund Fund based on interest rate risk and credit risk is as follows:

Potential Risk Class
Credit Risk Relatively Low
(Class A)		 Moderate
(Class B)		 Relatively High
(Class C)
Interest Rate Risk
Relatively Low (Class I) - - -
Moderate (Class II) - - -
Relatively High (Class III) - B-III -

Other Funds For You To Consider