Sundaram Short Duration Fund Datagrid
Category Short Duration Fund
BMSMONEY Rank 13
Rating
Growth Option 04-12-2025
NAV ₹45.44(R) 0.0% ₹49.3(D) 0.0%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.39% 7.39% -% -% -%
Direct 8.06% 7.99% -% -% -%
Benchmark
SIP (XIRR) Regular 6.73% 7.51% -% -% -%
Direct 7.38% 8.14% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.66 1.11 0.74 1.86% 0.02
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.01% 0.0% -0.08% 0.68 0.68%
Fund AUM As on: 30/06/2025 212 Cr
Top Short Duration Fund
Fund Name Rank Rating
Hdfc Short Term Debt Fund 1
Axis Short Term Fund 2
Icici Prudential Short Term Fund 3
Bank of India Short Term Income Fund 4
Nippon India Short Term Fund 5

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Income Distribution CUM Capital Withdrawal Option - Monthly 13.1
0.0000
0.0000%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan - Monthly 13.2
0.0000
0.0000%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 45.44
0.0000
0.0000%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option 49.3
0.0000
0.0000%

Review Date: 04-12-2025

Beginning of Analysis

sundaram short duration fund is the 13th ranked fund in the Short Duration Fund category. The category has total 21 funds. The sundaram short duration fund has shown an average past performence in Short Duration Fund. The fund has a Jensen Alpha of 1.86% which is lower than the category average of 2.15%, showing poor performance. The fund has a Sharpe Ratio of 1.66 which is higher than the category average of 1.63.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Short Duration Mutual Funds are ideal for conservative investors seeking stable returns with lower interest rate risk. These funds invest in debt and money market instruments with a portfolio duration of 1 to 3 years, making them less sensitive to interest rate changes compared to long-duration funds. While they offer moderate returns with relatively lower risk, they may underperform in a falling interest rate environment. Investors should carefully assess their risk tolerance, investment horizon, and financial goals before investing in these funds. Additionally, choosing funds managed by experienced professionals can help optimize risk-adjusted returns.

sundaram short duration fund Return Analysis

  • The fund has given a return of 0.48%, 1.79 and 2.69 in last one, three and six months respectively. In the same period the category average return was 0.47%, 1.84% and 2.79% respectively.
  • sundaram short duration fund has given a return of 8.06% in last one year. In the same period the Short Duration Fund category average return was 8.25%.
  • The fund has given a return of 7.99% in last three years and ranked 12.0th out of 21 funds in the category. In the same period the Short Duration Fund category average return was 8.0%.
  • The fund has given a SIP return of 7.38% in last one year whereas category average SIP return is 7.59%. The fund one year return rank in the category is 16th in 21 funds
  • The fund has SIP return of 8.14% in last three years and ranks 14th in 21 funds. Icici Prudential Short Term Fund has given the highest SIP return (8.55%) in the category in last three years.

sundaram short duration fund Risk Analysis

  • The fund has a standard deviation of 1.01 and semi deviation of 0.68. The category average standard deviation is 1.14 and semi deviation is 0.68.
  • The fund has a beta of 0.68 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Short Duration Fund Category
  • Good Performance in Short Duration Fund Category
  • Poor Performance in Short Duration Fund Category
  • Very Poor Performance in Short Duration Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.43
    0.42
    		0.33 | 0.56 6 | 21 Very Good
    3M Return % 1.64
    1.68
    		1.43 | 1.95 12 | 21 Good
    6M Return % 2.39
    2.46
    		2.01 | 2.97 13 | 21 Average
    1Y Return % 7.39
    7.57
    		6.89 | 8.19 15 | 21 Average
    3Y Return % 7.39
    7.30
    		6.58 | 7.81 10 | 21 Good
    1Y SIP Return % 6.73
    6.91
    		6.07 | 7.57 14 | 21 Average
    3Y SIP Return % 7.51
    7.53
    		6.97 | 7.99 12 | 21 Good
    Standard Deviation 1.01
    1.14
    		0.78 | 4.36 12 | 21 Good
    Semi Deviation 0.68
    0.68
    		0.51 | 1.17 14 | 21 Average
    Max Drawdown % -0.08
    -0.07
    		-0.37 | 0.00 15 | 21 Average
    Average Drawdown % -0.08
    -0.07
    		-0.37 | 0.00 15 | 21 Average
    Sharpe Ratio 1.66
    1.63
    		0.93 | 2.55 9 | 21 Good
    Sterling Ratio 0.74
    0.75
    		0.67 | 1.00 10 | 21 Good
    Sortino Ratio 1.11
    1.22
    		0.57 | 2.69 10 | 21 Good
    Jensen Alpha % 1.86
    2.15
    		1.14 | 3.37 15 | 21 Average
    Treynor Ratio 0.02
    0.03
    		0.02 | 0.05 11 | 21 Good
    Modigliani Square Measure % 7.04
    7.01
    		2.53 | 9.41 12 | 21 Good
    Alpha % -0.64
    -0.64
    		-1.42 | 2.03 9 | 21 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.48 0.47 0.40 | 0.61 7 | 21 Good
    3M Return % 1.79 1.84 1.67 | 2.11 14 | 21 Average
    6M Return % 2.69 2.79 2.43 | 3.28 15 | 21 Average
    1Y Return % 8.06 8.25 7.67 | 8.76 16 | 21 Average
    3Y Return % 7.99 8.00 7.46 | 8.39 12 | 21 Good
    1Y SIP Return % 7.38 7.59 6.94 | 8.21 16 | 21 Average
    3Y SIP Return % 8.14 8.22 7.63 | 8.55 14 | 21 Average
    Standard Deviation 1.01 1.14 0.78 | 4.36 12 | 21 Good
    Semi Deviation 0.68 0.68 0.51 | 1.17 14 | 21 Average
    Max Drawdown % -0.08 -0.07 -0.37 | 0.00 15 | 21 Average
    Average Drawdown % -0.08 -0.07 -0.37 | 0.00 15 | 21 Average
    Sharpe Ratio 1.66 1.63 0.93 | 2.55 9 | 21 Good
    Sterling Ratio 0.74 0.75 0.67 | 1.00 10 | 21 Good
    Sortino Ratio 1.11 1.22 0.57 | 2.69 10 | 21 Good
    Jensen Alpha % 1.86 2.15 1.14 | 3.37 15 | 21 Average
    Treynor Ratio 0.02 0.03 0.02 | 0.05 11 | 21 Good
    Modigliani Square Measure % 7.04 7.01 2.53 | 9.41 12 | 21 Good
    Alpha % -0.64 -0.64 -1.42 | 2.03 9 | 21 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sundaram Short Duration Fund NAV Regular Growth Sundaram Short Duration Fund NAV Direct Growth
    04-12-2025 45.4361 49.2961
    03-12-2025 45.4406 49.3002
    02-12-2025 45.4356 49.2941
    01-12-2025 45.413 49.2687
    28-11-2025 45.4269 49.2813
    27-11-2025 45.4418 49.2968
    26-11-2025 45.442 49.2961
    25-11-2025 45.4234 49.2752
    24-11-2025 45.3915 49.2398
    21-11-2025 45.356 49.1989
    20-11-2025 45.3588 49.2011
    19-11-2025 45.3585 49.2001
    18-11-2025 45.3438 49.1832
    17-11-2025 45.3316 49.1693
    14-11-2025 45.3123 49.1459
    13-11-2025 45.327 49.1611
    12-11-2025 45.3238 49.1569
    11-11-2025 45.3088 49.1398
    10-11-2025 45.3007 49.1302
    07-11-2025 45.2689 49.0933
    06-11-2025 45.2705 49.0942
    04-11-2025 45.2405 49.0601

    Fund Launch Date: 30/Sep/2002
    Fund Category: Short Duration Fund
    Investment Objective: To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
    Fund Description: 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.
    Fund Benchmark: NIFTY Short Duration Debt Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.