Home › Mutual Funds › Principal Mutual Fund › Sundaram Short Duration Fund Direct Plan Growth Option
Latest NAV & returns of PRINCIPAL PNB AMC PVT. LTD.

Sundaram Short Duration Fund Direct Plan Growth Option

Add To Compare

previously known as Principal S/T Income Dir Gr until

50.769 (0.097%)
NAV on June 25, 2026
Category Fixed income:
Short Duration
Interest rate sensitivity
Credit quality
Limited Sensitivity High Quality
Total Assets 187 cr
Turnover Ratio 102.97%
Expense Ratio
Exit Load -
Returns
  • 1M: 1.42%
  • 1Y: 5.68%
  • 3M: 2.06%
  • 3Y: 7.58%
  • 6M: 2.84%
  • 5Y: 6.66%
Min Investment 5,000
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager Kumaresh Ramakrishnan (Since 18 days) Sandeep Agarwal (Since over 4 years)
ISIN INF173K01GP0
Fund Family Principal
Launch Date January 01, 2013
Benchmark Nifty Short Duration Debt TR INR
Avg. Maturity 1.96 years
Yield To Maturity (%) 7.36%
ASSET ALLOCATION
CREDIT QUALITY (%)
AAA 82.75%
AA 17.25%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
Unrated 0.00%
RISK MEASURES (3 yrs)
vs Nifty Short Duration Debt TR INR

Alpha -
Beta -
R-Squared -
Info Ratio -
Tracking Err -
Sortino 1.079
Sharpe 0.615
Std Dev 1.116
Risk Below Average
INVESTMENT OBJECTIVE

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

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Short Duration Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Icici
ICICI Prudential Short Term Fund Direct Plan Growth Option
70.098 6.57% 21,229 cr 0.38% Low
Axis
Axis Short Duration Fund Direct Plan Growth Option
35.936 6.22% 8,734 cr 0.37% Below Average
Birla new
Aditya Birla Sun Life Short Term Fund Direct Plan Growth
54.731 6.09% 6,825 cr 0.30% Average
Reliance
Nippon India Short Duration Fund - Direct Plan - Growth Plan
61.008 6.01% 7,247 cr 0.32% Average
Hdfc
HDFC Short Term Debt Fund -Direct Plan - Growth Option
35.115 5.96% 14,864 cr 0.39% Low
Kotak
Kotak Bond Short Term Plan Direct Growth
60.771 5.55% 15,287 cr 0.39% Average
Baroda and pioneer
Baroda BNP Paribas Short Duration Fund Direct Growth Option
33.579 5.50% 259 cr 0.37% Average
Best Short Duration Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Sundaram mutual fund
Sundaram Short Term Debt Fund - Direct Plan - Growth Option
39.099 13.62% 330 cr 0.28% Above Average
Idbi mutual fund
IDBI Short Term Bond Fund Direct Growth
25.797 6.71% 25 cr 0.28% High


Other plans of Sundaram Short Duration Fund


Other Debt funds by Principal

Data Partner
Click here to visit AMC website and
read all scheme related documents Principal Fund