Sundaram Short Duration Fund (Formerly Known As Principal Short Term Debt Fund)- Direct Plan - Growth Option

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

You can track the exact XIRR and portfolio overlapping of Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option 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 - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option 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

Fund4.81%

Cat. Avg.4.63%

Fund6.55%

Cat. Avg.6.61%

Fund7.36%

Cat. Avg.7.32%

FundN/A

Cat. Avg.6.63%

10Y

FundN/A

Cat. Avg.6.90%

Fund6.63%

Cat. Avg.8.85%

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	6.86%	15.09	8.12%
2	Union Bank of India - 16/03/2027	DEBT	CD	ICRA A1	6.79%	14.31	7.70%
3	6.36% Central Government Securities 16/02/2031	DEBT	G-Sec	Sovereign	6.52%	10.97	5.90%
4	Power Finance Corporation Ltd - 7.77% - 15/04/2028	DEBT	Bond/NCD	ICRA AAA	7.13%	10.10	5.43%
5	Export Import Bank of India - 7.35% - 27/07/2028	DEBT	Bond/NCD	ICRA AAA	6.95%	10.07	5.42%
6	PNB Housing Finance Ltd - 8.15% - 29/07/2027	DEBT	Bond/NCD	IND AAA	7.55%	10.06	5.41%
7	National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028	DEBT	Bond/NCD	ICRA AAA	7.17%	9.89	5.32%
8	Punjab National Bank - 05/02/2027	DEBT	CD	CRISIL A1	6.78%	9.61	5.17%
9	Small Industries Development Bank of India - 7.22% - 10/04/2029	DEBT	Bond/NCD	CRISIL AAA	7.21%	8.00	4.30%
10	7.32% Government Securities-13/11/2030	DEBT	G-Sec	Sovereign	6.51%	5.17	2.78%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61320	+2.2%	+4.6%
2Y	07 Nov, 24	1.20 L.	1.27 L.	+5.5%	+5.6%
3Y	07 Nov, 23	1.80 L.	1.98 L.	+9.9%	+6.5%
SI	07 Jan, 22	2.90 L.	3.42 L.	+17.8%	+6.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.05 L.	+4.8%	+4.8%
2Y	16 Oct, 24	1 L.	1.14 L.	+13.5%	+6.6%
3Y	16 Oct, 23	1 L.	1.24 L.	+23.7%	+7.4%
SI	03 Jan, 22	1 L.	1.36 L.	+36.0%	+6.6%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

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

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹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.