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

Fund6.18%

Cat. Avg.5.60%

Fund5.31%

Cat. Avg.7.59%

Fund5.34%

Cat. Avg.7.58%

FundN/A

Cat. Avg.6.86%

10Y

FundN/A

Cat. Avg.7.17%

Fund4.75%

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	61474	+2.5%	+4.8%
2Y	07 Jul, 23	1.20 L.	1.27 L.	+5.7%	+5.6%
3Y	07 Jul, 22	1.80 L.	1.95 L.	+8.6%	+5.5%
SI	07 Jan, 22	2.10 L.	2.31 L.	+9.8%	+5.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	27 Jun, 24	1 L.	1.06 L.	+6.2%	+6.2%
2Y	27 Jun, 23	1 L.	1.11 L.	+10.9%	+5.3%
3Y	27 Jun, 22	1 L.	1.17 L.	+16.9%	+5.3%
SI	03 Jan, 22	1 L.	1.18 L.	+17.5%	+4.8%

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.