Sundaram Short Duration Fund Datagrid
Category Short Duration Fund
BMSMONEY Rank 11
Rating
Growth Option 27-01-2026
NAV ₹45.55(R) +0.03% ₹49.45(D) +0.03%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 6.73% 7.2% -% -% -%
Direct 7.38% 7.79% -% -% -%
Benchmark
SIP (XIRR) Regular 5.27% 6.99% -% -% -%
Direct 5.87% 7.61% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.52 1.0 0.73 1.71% 0.02
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.03% 0.0% -0.08% 0.7 0.68%
Fund AUM As on: 30/12/2025 194 Cr
Top Short Duration Fund
Fund Name Rank Rating
Icici Prudential Short Term Fund 1
Axis Short Term Fund 2
Hdfc Short Term Debt Fund 3
Aditya Birla Sun Life Short Term Fund 4
Nippon India Short Term Fund 5

NAV Date: 27-01-2026

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 - Monthly 12.93
-0.1900
-1.4700%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Plan - Monthly 13.04
-0.1900
-1.4600%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 45.55
0.0100
0.0300%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option 49.45
0.0200
0.0300%

Review Date: 27-01-2026

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 sundaram short duration fund has shown an average past performence in Short Duration Fund. The fund has a Jensen Alpha of 1.71% which is lower than the category average of 1.95%, showing poor performance. The fund has a Sharpe Ratio of 1.52 which is higher than the category average of 1.46.
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 0.1%, 0.95 and 2.3 in last one, three and six months respectively. In the same period the category average return was 0.04%, 0.82% and 2.21% respectively.
  • sundaram short duration fund has given a return of 7.38% in last one year. In the same period the Short Duration Fund category average return was 7.44%.
  • The fund has given a return of 7.79% in last three years and ranked 10.0th out of 21 funds in the category. In the same period the Short Duration Fund category average return was 7.78%.
  • The fund has given a SIP return of 5.87% in last one year whereas category average SIP return is 5.78%. The fund one year return rank in the category is 7th in 21 funds
  • The fund has SIP return of 7.61% in last three years and ranks 10th in 21 funds. Icici Prudential Short Term Fund has given the highest SIP return (8.0%) in the category in last three years.

sundaram short duration fund Risk Analysis

  • The fund has a standard deviation of 1.03 and semi deviation of 0.68. The category average standard deviation is 1.03 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 % 0.07
    -0.01
    		-0.11 | 0.12 2 | 21 Very Good
    3M Return % 0.82
    0.66
    		0.51 | 0.99 2 | 21 Very Good
    6M Return % 2.02
    1.88
    		1.54 | 2.33 5 | 21 Very Good
    1Y Return % 6.73
    6.76
    		6.06 | 7.41 12 | 21 Good
    3Y Return % 7.20
    7.09
    		6.32 | 7.60 9 | 21 Good
    1Y SIP Return % 5.27
    5.11
    		4.39 | 5.93 7 | 21 Good
    3Y SIP Return % 6.99
    6.91
    		6.39 | 7.36 9 | 21 Good
    Standard Deviation 1.03
    1.03
    		0.79 | 1.36 11 | 21 Good
    Semi Deviation 0.68
    0.68
    		0.52 | 0.84 10 | 21 Good
    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 1.52
    1.46
    		0.77 | 2.44 8 | 21 Good
    Sterling Ratio 0.73
    0.72
    		0.65 | 0.77 10 | 21 Good
    Sortino Ratio 1.00
    0.97
    		0.44 | 2.00 9 | 21 Good
    Jensen Alpha % 1.71
    1.95
    		0.90 | 3.60 14 | 21 Average
    Treynor Ratio 0.02
    0.02
    		0.01 | 0.04 11 | 21 Good
    Modigliani Square Measure % 6.88
    6.90
    		5.34 | 9.27 9 | 21 Good
    Alpha % -0.63
    -0.78
    		-1.46 | -0.28 9 | 21 Good
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.10 0.04 -0.06 | 0.16 2 | 21 Very Good
    3M Return % 0.95 0.82 0.68 | 1.14 2 | 21 Very Good
    6M Return % 2.30 2.21 1.96 | 2.65 5 | 21 Very Good
    1Y Return % 7.38 7.44 6.92 | 8.04 15 | 21 Average
    3Y Return % 7.79 7.78 7.26 | 8.25 10 | 21 Good
    1Y SIP Return % 5.87 5.78 5.25 | 6.57 7 | 21 Good
    3Y SIP Return % 7.61 7.60 7.08 | 8.00 10 | 21 Good
    Standard Deviation 1.03 1.03 0.79 | 1.36 11 | 21 Good
    Semi Deviation 0.68 0.68 0.52 | 0.84 10 | 21 Good
    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 1.52 1.46 0.77 | 2.44 8 | 21 Good
    Sterling Ratio 0.73 0.72 0.65 | 0.77 10 | 21 Good
    Sortino Ratio 1.00 0.97 0.44 | 2.00 9 | 21 Good
    Jensen Alpha % 1.71 1.95 0.90 | 3.60 14 | 21 Average
    Treynor Ratio 0.02 0.02 0.01 | 0.04 11 | 21 Good
    Modigliani Square Measure % 6.88 6.90 5.34 | 9.27 9 | 21 Good
    Alpha % -0.63 -0.78 -1.46 | -0.28 9 | 21 Good
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 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
    27-01-2026 45.5492 49.4533
    23-01-2026 45.5363 49.437
    22-01-2026 45.5397 49.4401
    21-01-2026 45.5006 49.3972
    20-01-2026 45.491 49.3861
    19-01-2026 45.4859 49.3801
    16-01-2026 45.4826 49.3749
    14-01-2026 45.5082 49.4015
    13-01-2026 45.5304 49.425
    12-01-2026 45.5696 49.467
    09-01-2026 45.533 49.4257
    08-01-2026 45.5401 49.4328
    07-01-2026 45.5404 49.4325
    06-01-2026 45.5427 49.4345
    05-01-2026 45.5243 49.414
    02-01-2026 45.5358 49.4248
    01-01-2026 45.5441 49.4333
    31-12-2025 45.5278 49.4151
    30-12-2025 45.5151 49.4007
    29-12-2025 45.5191 49.4044

    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.