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

Q: How to check the XIRR of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan IDCW?

You can track the exact XIRR and portfolio overlapping of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 0.3

Risk: Moderate

Debt Scheme - Short Duration Fund

Plan: Direct

Benchmark: NIFTY Short Duration Debt Index A-II

Inception: 24-04-2002

Exit Load: Nil

Fund Size:₹191.14 Cr

Performance

Fund7.46%

Cat. Avg.5.60%

Fund7.40%

Cat. Avg.7.59%

Fund6.52%

Cat. Avg.7.58%

FundN/A

Cat. Avg.6.86%

10Y

FundN/A

Cat. Avg.7.17%

Fund5.15%

Cat. Avg.9.03%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.00% Tamil Nadu State Government Securities - 12/03/2029	DEBT	SDL	Sovereign	6.99%	15.05	7.83%
2	Union Bank of India - 16/03/2027	DEBT	CD	ICRA A1	7.28%	14.02	7.29%
3	Small Industries Development Bank of India - 7.22% - 10/04/2029	DEBT	Bond/NCD	CRISIL AAA	7.54%	10.91	5.67%
4	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo	6.61%	10.31	5.36%
5	Power Finance Corporation Ltd - 7.77% - 15/04/2028	DEBT	Bond/NCD	ICRA AAA	7.47%	10.06	5.23%
6	PNB Housing Finance Ltd - 8.15% - 29/07/2027	DEBT	Bond/NCD	CARE AA	7.79%	10.04	5.22%
7	National Bank for Agriculture & Rural Development - 7.62% - 10/05/2029	DEBT	Bond/NCD	CRISIL AAA	7.55%	10.02	5.21%
8	Export Import Bank of India - 7.35% - 27/07/2028	DEBT	Bond/NCD	ICRA AAA	7.42%	9.99	5.20%
9	Punjab National Bank - 05/02/2027	DEBT	CD	CRISIL A1	7.30%	9.42	4.90%
10	7.32% Government Securities-13/11/2030	DEBT	G-Sec	Sovereign	7.02%	5.08	2.64%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	08 Jul, 24	60000	62504	+4.2%	+8.3%
2Y	07 Jul, 23	1.20 L.	1.30 L.	+7.9%	+7.7%
3Y	07 Jul, 22	1.80 L.	2.00 L.	+11.2%	+7.2%
SI	07 Jan, 22	2.10 L.	2.36 L.	+12.5%	+6.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	27 Jun, 24	1 L.	1.07 L.	+7.5%	+7.5%
2Y	27 Jun, 23	1 L.	1.15 L.	+15.3%	+7.4%
3Y	27 Jun, 22	1 L.	1.21 L.	+20.9%	+6.5%
SI	03 Jan, 22	1 L.	1.19 L.	+19.1%	+5.2%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.