MF Gyan
debtLow risk

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan Annual IDCW

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Sundaram Mutual Fund. It's been running since 3 Jan 2022.

Latest price per unit
₹15.3483
0.01% today
As of 27 Jun 2025 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.07 L
₹7.5k gain · 7.5% / year
Invested 3 years ago
₹1.21 L
₹20.9k gain · 6.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
2.0%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-2.77%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)
CAGR — 1 year7.47%
CAGR — 3 years6.52%
CAGR — 5 years
CAGR — since launch5.15%
Volatility — 1 year (annualised)2.25%
Volatility — 3 years (annualised)1.95%
Max drawdown — 1 year-1.97%
Max drawdown — 3 years-2.19%
Sharpe ratio — 1 year (rf=6%)0.64
Sharpe ratio — 3 years (rf=6%)0.29

Fund info

Fund house
Sundaram Mutual Fund
Category
Debt Scheme - Short Duration Fund
Plan
Direct
Option
IDCW
ISIN (Growth)
INF903JA1KR6
ISIN (Div re-invest)
Fund code
149726
First price on record
3 Jan 2022 · 844 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.