← Sundaram Mutual Fund
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option
Open Ended Schemes(Debt Scheme - Ultra Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF173K01CU9
NAV · 06-Jul-2026
₹2830.7051
1M
+0.87%
6M
+2.75%
1Y (CAGR)
+5.16%
3Y (CAGR)
+6.01%
5Y (CAGR)
—
Since inception (CAGR)
+5.54%
NAV history
hover for values
Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
0.32%
Downside dev (3y)
0.15%
Max drawdown (3y)
-0.1%
Sharpe (3y)
-1.53
SIP XIRR (3y)
+5.88%
Calendar-year returns
2023 +6.1%2024 +6.5%2025 +5.9%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
AUM₹23,309 Cr
TER · AMFI officialDirect 0.23% · Regular 1.38% (2026-06-30)
Launch date20-Dec-2007
Plan typeOpen Ended · Debt
Min lumpsumRs.1000/- and amount thereafter
Lock-inNone
Volatility1.57
AMCSundaram Asset Management Company Ltd
Objective · To generate regular income & capital appreciation through investments in debt securities and money market instruments.
scheme documents ↗