Sundaram Short Duration Fund Datagrid
Category Short Duration Fund
BMSMONEY Rank 11
Rating
Growth Option 30-09-2026
NAV ₹47.13(R) +0.06% ₹51.33(D) +0.06%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.93% 6.83% -% -% -%
Direct 5.45% 7.42% -% -% -%
Benchmark
SIP (XIRR) Regular 4.89% 2.32% -% -% -%
Direct 5.41% 2.88% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.96 0.53 0.69 -0.1% 0.02
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.21% 0.0% -0.18% 0.73 0.8%
Fund AUM As on: 30/12/2025 194 Cr
Top Short Duration Fund
Fund Name Rank Rating
ICICI Prudential Short Term Fund 1
HDFC Short Term Debt Fund 2
Axis Short Duration Fund 3
Bandhan Short Duration Fund 4
Nippon India Short Duration Fund 5

NAV Date: 30-09-2026

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 (IDCW) 13.05
0.0100
0.0600%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW) 13.2
0.0100
0.0600%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 47.13
0.0300
0.0600%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option 51.33
0.0300
0.0600%

Review Date: 30-09-2026

Beginning of Analysis

In the Short Duration Fund category, sundaram short duration fund is the 13th ranked fund. The category has total 21 funds. The 3 star rating shows an average past performance of the sundaram short duration fund in Short Duration Fund. The fund has a Jensen Alpha of -0.1% which is lower than the category average of -0.19%, showing poor performance. The fund has a Sharpe Ratio of 0.96 which is higher than the category average of 0.87.
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 0.27%, 0.92 and 3.17 in last one, three and six months respectively. In the same period the category average return was 0.22%, 0.72% and 3.23% respectively.
  • sundaram short duration fund has given a return of 5.45% in last one year. In the same period the Short Duration Fund category average return was 5.35%.
  • The fund has given a return of 7.42% in last three years and ranked 10.0th out of twenty one funds in the category. In the same period the Short Duration Fund category average return was 7.42%.
  • The fund has given a SIP return of 5.41% in last one year whereas category average SIP return is 5.3%. The fund one year return rank in the category is 8th in 22 funds
  • The fund has SIP return of 2.88% in last three years and ranks 11th in 21 funds. Bandhan Short Duration Fund has given the highest SIP return (3.27%) in the category in last three years.

sundaram short duration fund Risk Analysis

  • The fund has a standard deviation of 1.21 and semi deviation of 0.8. The category average standard deviation is 1.32 and semi deviation is 0.86.
  • The fund has a Value at Risk (VaR) of 0.0 and a maximum drawdown of -0.18. The category average VaR is -0.04 and the maximum drawdown is -0.31. 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 % 0.23
    0.17
    		0.01 | 0.35 6 | 22 Very Good
    3M Return % 0.79
    0.56
    		0.25 | 0.91 5 | 22 Very Good
    6M Return % 2.91
    2.91
    		2.54 | 3.57 12 | 22 Good
    1Y Return % 4.93
    4.71
    		4.05 | 5.67 6 | 22 Very Good
    3Y Return % 6.83
    6.74
    		6.27 | 7.21 8 | 21 Good
    1Y SIP Return % 4.89
    4.66
    		3.90 | 5.87 5 | 22 Very Good
    3Y SIP Return % 2.32
    2.22
    		1.69 | 2.78 8 | 21 Good
    Standard Deviation 1.21
    1.32
    		1.09 | 1.57 3 | 21 Very Good
    Semi Deviation 0.80
    0.86
    		0.75 | 1.01 6 | 21 Very Good
    Max Drawdown % -0.18
    -0.31
    		-0.61 | -0.14 4 | 21 Very Good
    VaR 1 Y % 0.00
    -0.04
    		-0.22 | 0.00 13 | 21 Average
    Average Drawdown % 0.13
    0.22
    		0.09 | 0.41 18 | 21 Average
    Sharpe Ratio 0.96
    0.87
    		0.54 | 1.38 8 | 21 Good
    Sterling Ratio 0.69
    0.68
    		0.63 | 0.74 8 | 21 Good
    Sortino Ratio 0.53
    0.48
    		0.25 | 0.84 9 | 21 Good
    Jensen Alpha % -0.10
    -0.19
    		-0.59 | 0.42 7 | 21 Good
    Treynor Ratio 0.02
    0.02
    		0.01 | 0.03 8 | 21 Good
    Modigliani Square Measure % 1.14
    1.04
    		0.64 | 1.64 8 | 21 Good
    Alpha % -0.62
    -0.63
    		-1.19 | -0.15 11 | 21 Good
    Return data last Updated On : Sept. 30, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.27 0.22 0.07 | 0.38 6 | 23 Very Good
    3M Return % 0.92 0.72 0.42 | 1.04 5 | 23 Very Good
    6M Return % 3.17 3.23 2.89 | 3.82 13 | 23 Average
    1Y Return % 5.45 5.35 4.83 | 6.18 7 | 22 Good
    3Y Return % 7.42 7.42 6.99 | 7.72 10 | 21 Good
    1Y SIP Return % 5.41 5.30 4.69 | 6.38 8 | 22 Good
    3Y SIP Return % 2.88 2.87 2.55 | 3.27 11 | 21 Good
    Standard Deviation 1.21 1.32 1.09 | 1.57 3 | 21 Very Good
    Semi Deviation 0.80 0.86 0.75 | 1.01 6 | 21 Very Good
    Max Drawdown % -0.18 -0.31 -0.61 | -0.14 4 | 21 Very Good
    VaR 1 Y % 0.00 -0.04 -0.22 | 0.00 13 | 21 Average
    Average Drawdown % 0.13 0.22 0.09 | 0.41 18 | 21 Average
    Sharpe Ratio 0.96 0.87 0.54 | 1.38 8 | 21 Good
    Sterling Ratio 0.69 0.68 0.63 | 0.74 8 | 21 Good
    Sortino Ratio 0.53 0.48 0.25 | 0.84 9 | 21 Good
    Jensen Alpha % -0.10 -0.19 -0.59 | 0.42 7 | 21 Good
    Treynor Ratio 0.02 0.02 0.01 | 0.03 8 | 21 Good
    Modigliani Square Measure % 1.14 1.04 0.64 | 1.64 8 | 21 Good
    Alpha % -0.62 -0.63 -1.19 | -0.15 11 | 21 Good
    Return data last Updated On : Sept. 30, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    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
    30-09-2026 47.1294 51.3345
    29-09-2026 47.102 51.3039
    28-09-2026 47.0906 51.2908
    25-09-2026 47.0864 51.2841
    24-09-2026 47.1113 51.3105
    23-09-2026 47.1568 51.3593
    22-09-2026 47.1472 51.3481
    21-09-2026 47.1283 51.3268
    18-09-2026 47.1146 51.3098
    17-09-2026 47.0914 51.2838
    16-09-2026 47.0859 51.2771
    15-09-2026 47.0615 51.2498
    11-09-2026 47.1246 51.3156
    10-09-2026 47.1784 51.3735
    09-09-2026 47.1887 51.384
    08-09-2026 47.1758 51.3692
    07-09-2026 47.167 51.3588
    04-09-2026 47.1391 51.3263
    03-09-2026 47.1174 51.302
    02-09-2026 47.0582 51.2369
    01-09-2026 47.0327 51.2084
    31-08-2026 47.0235 51.1976

    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.