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Latest NAV & returns of PRINCIPAL PNB AMC PVT. LTD.

Sundaram Short Duration Fund Direct Plan Growth Option

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previously known as Principal S/T Income Dir Gr until

45.402 (0.046%)
NAV on November 19, 2024
Category Fixed income:
Short Duration
Interest rate sensitivity
Credit quality
Limited Sensitivity High Quality
Total Assets 223 cr
Turnover Ratio 104.27%
Expense Ratio 0.29%
Exit Load -
Returns
  • 1M: 0.52%
  • 1Y: 8.64%
  • 3M: 2.26%
  • 3Y: 6.59%
  • 6M: 4.57%
  • 5Y: 6.76%
Min Investment 5,000
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ADDITIONAL INFO
Fund Manager Dwijendra Srivastava (Since almost 3 years) Sandeep Agarwal (Since almost 3 years)
ISIN INF173K01GP0
Fund Family Principal
Launch Date January 01, 2013
Benchmark NIFTY Short Duration Debt B-II TR INR
Avg. Maturity 3.86 years
Yield To Maturity (%) 7.32%
ASSET ALLOCATION
CREDIT QUALITY (%)
AAA 91.72%
AA 8.28%
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 B-II TR INR

Alpha -
Beta -
R-Squared -
Info Ratio -
Tracking Err -
Sortino 0.822
Sharpe 0.520
Std Dev 1.009
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
Birla new
Aditya Birla Sun Life Short Term Fund Direct Plan Growth
48.676 8.66% 8,924 cr 0.38% Low
Hdfc
HDFC Short Term Debt Fund -Direct Plan - Growth Option
31.302 8.65% 14,972 cr 0.40% Below Average
Reliance
Nippon India Short Term Fund - Direct Plan - Growth Plan
54.164 8.65% 7,665 cr 0.38% Average
Kotak
Kotak Bond Short Term Plan Direct Growth
54.339 8.63% 16,895 cr 0.37% Average
Axis
Axis Short Duration Fund Direct Plan Growth Option
31.829 8.60% 9,301 cr 0.36% Below Average
Icici
ICICI Prudential Short Term Fund Direct Plan Growth Option
62.106 8.55% 19,922 cr 0.45% Low
Uti
UTI - Short Duration Fund - Direct Plan - Growth Option
32.002 8.54% 2,676 cr 0.41% Low
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
Boi mutual funds logo 02
Bank of India Short Term Income Fund Direct Plan Growth
27.637 9.86% 72 cr 0.45% High
Birla new
Aditya Birla Sun Life Short Term Fund Direct Plan Growth
48.676 8.66% 8,924 cr 0.38% Low
Hdfc
HDFC Short Term Debt Fund -Direct Plan - Growth Option
31.302 8.65% 14,972 cr 0.4% Below Average
Principal
Sundaram Short Duration Fund Direct Plan Growth Option
45.402 8.64% 223 cr 0.29% Below Average
Kotak
Kotak Bond Short Term Plan Direct Growth
54.339 8.63% 16,895 cr 0.37% Average
Axis
Axis Short Duration Fund Direct Plan Growth Option
31.829 8.60% 9,301 cr 0.36% Below Average


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