Sundaram Short Duration Fund Datagrid
Category Short Duration Fund
BMSMONEY Rank 7
Rating
Growth Option 03-07-2026
NAV ₹46.82(R) +0.03% ₹50.93(D) +0.03%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.18% 7.04% -% -% -%
Direct 5.73% 7.64% -% -% -%
Benchmark
SIP (XIRR) Regular 5.95% 6.86% -% -% -%
Direct 6.47% 7.45% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.99 0.51 0.68 -0.04% -0.64
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.11% 0.0% -0.2% 0.72 0.78%
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
Nippon India Short Duration Fund 4
Aditya Birla Sun Life Short Term Fund 5

NAV Date: 03-07-2026

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) 13.13
0.0000
0.0300%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan (IDCW) 13.27
0.0000
0.0300%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 46.82
0.0100
0.0300%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option 50.93
0.0100
0.0300%

Review Date: 03-07-2026

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 -0.04% which is lower than the category average of -0.17%, showing poor performance. The fund has a Sharpe Ratio of 0.99 which is higher than the category average of 0.86.
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 1.49%, 2.41 and 3.06 in last one, three and six months respectively. In the same period the category average return was 1.8%, 2.71% and 3.23% respectively.
  • sundaram short duration fund has given a return of 5.73% in last one year. In the same period the Short Duration Fund category average return was 5.89%.
  • The fund has given a return of 7.64% in last three years and ranked 15.0th out of twenty one funds in the category. In the same period the Short Duration Fund category average return was 7.74%.
  • The fund has given a SIP return of 6.47% in last one year whereas category average SIP return is 6.83%. The fund one year return rank in the category is 17th in 22 funds
  • The fund has SIP return of 7.45% in last three years and ranks 17th in 21 funds. ICICI Prudential Short Term Fund has given the highest SIP return (8.09%) in the category in last three years.

sundaram short duration fund Risk Analysis

  • The fund has a standard deviation of 1.11 and semi deviation of 0.78. The category average standard deviation is 1.15 and semi deviation is 0.82.
  • The fund has a Value at Risk (VaR) of 0.0 and a maximum drawdown of -0.2. The category average VaR is -0.04 and the maximum drawdown is -0.33. 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 % 1.44
    1.75
    		1.31 | 2.02 21 | 22 Poor
    3M Return % 2.28
    2.56
    		2.06 | 2.91 20 | 22 Poor
    6M Return % 2.84
    2.93
    		2.57 | 3.67 13 | 22 Average
    1Y Return % 5.18
    5.24
    		4.58 | 6.13 10 | 22 Good
    3Y Return % 7.04
    7.05
    		6.54 | 7.55 10 | 21 Good
    1Y SIP Return % 5.95
    6.18
    		5.48 | 7.31 14 | 22 Average
    3Y SIP Return % 6.86
    6.92
    		6.32 | 7.45 11 | 21 Good
    Standard Deviation 1.11
    1.15
    		0.95 | 1.48 8 | 21 Good
    Semi Deviation 0.78
    0.82
    		0.70 | 0.96 7 | 21 Good
    Max Drawdown % -0.20
    -0.33
    		-0.62 | -0.15 4 | 21 Very Good
    VaR 1 Y % 0.00
    -0.04
    		-0.22 | 0.00 13 | 21 Average
    Average Drawdown % -0.14
    -0.23
    		-0.41 | -0.10 4 | 21 Very Good
    Sharpe Ratio 0.99
    0.86
    		0.26 | 1.52 7 | 21 Good
    Sterling Ratio 0.68
    0.66
    		0.60 | 0.72 6 | 21 Very Good
    Sortino Ratio 0.51
    0.42
    		0.13 | 0.78 5 | 21 Very Good
    Jensen Alpha % -0.04
    -0.17
    		-0.82 | 0.49 9 | 21 Good
    Treynor Ratio -0.64
    -0.65
    		-0.79 | -0.55 12 | 21 Good
    Modigliani Square Measure % 6.94
    6.79
    		6.10 | 7.59 7 | 21 Good
    Alpha % -0.65
    -0.83
    		-1.52 | -0.29 6 | 21 Very Good
    Return data last Updated On : July 3, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.49 1.80 1.36 | 2.07 21 | 22 Poor
    3M Return % 2.41 2.71 2.21 | 3.07 20 | 22 Poor
    6M Return % 3.06 3.23 2.82 | 3.91 17 | 22 Average
    1Y Return % 5.73 5.89 5.41 | 6.77 13 | 22 Average
    3Y Return % 7.64 7.74 7.20 | 8.19 15 | 21 Average
    1Y SIP Return % 6.47 6.83 6.07 | 7.82 17 | 22 Average
    3Y SIP Return % 7.45 7.60 7.03 | 8.09 17 | 21 Average
    Standard Deviation 1.11 1.15 0.95 | 1.48 8 | 21 Good
    Semi Deviation 0.78 0.82 0.70 | 0.96 7 | 21 Good
    Max Drawdown % -0.20 -0.33 -0.62 | -0.15 4 | 21 Very Good
    VaR 1 Y % 0.00 -0.04 -0.22 | 0.00 13 | 21 Average
    Average Drawdown % -0.14 -0.23 -0.41 | -0.10 4 | 21 Very Good
    Sharpe Ratio 0.99 0.86 0.26 | 1.52 7 | 21 Good
    Sterling Ratio 0.68 0.66 0.60 | 0.72 6 | 21 Very Good
    Sortino Ratio 0.51 0.42 0.13 | 0.78 5 | 21 Very Good
    Jensen Alpha % -0.04 -0.17 -0.82 | 0.49 9 | 21 Good
    Treynor Ratio -0.64 -0.65 -0.79 | -0.55 12 | 21 Good
    Modigliani Square Measure % 6.94 6.79 6.10 | 7.59 7 | 21 Good
    Alpha % -0.65 -0.83 -1.52 | -0.29 6 | 21 Very Good
    Return data last Updated On : July 3, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 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
    03-07-2026 46.815 50.9284
    02-07-2026 46.8032 50.9149
    01-07-2026 46.7731 50.8814
    30-06-2026 46.7615 50.8681
    29-06-2026 46.7322 50.8355
    25-06-2026 46.6737 50.769
    24-06-2026 46.6292 50.7199
    23-06-2026 46.5983 50.6856
    22-06-2026 46.5823 50.6675
    19-06-2026 46.5582 50.6391
    18-06-2026 46.561 50.6415
    17-06-2026 46.5478 50.6264
    16-06-2026 46.5493 50.6273
    15-06-2026 46.5386 50.6149
    12-06-2026 46.4899 50.5598
    11-06-2026 46.4483 50.5139
    10-06-2026 46.4655 50.5319
    09-06-2026 46.4533 50.5179
    08-06-2026 46.3665 50.4228
    05-06-2026 46.2827 50.3295
    04-06-2026 46.1772 50.2141
    03-06-2026 46.1493 50.1831

    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.