Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) - Income Distribution CUM Capital Withdrawal Option (IDCW)

Open Ended Schemes(Debt Scheme - Ultra Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF173K01CX3

NAV · 06-Jul-2026

₹1075.9703

+0.87%

-0.06%

1Y (CAGR)

+0.78%

3Y (CAGR)

+0.40%

5Y (CAGR)

—

Since inception (CAGR)

+0.33%

NAV history

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Q3 · 3Y in category

Volatility (3y)

2.02%

Downside dev (3y)

5.38%

Max drawdown (3y)

-1.8%

Sharpe (3y)

-3.02

SIP XIRR (3y)

+0.59%

Calendar-year returns

2023 +0.0%2024 -0.0%2025 +1.3%

AUM₹23,309 Cr

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.