← Sundaram Mutual Fund
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option
Open Ended Schemes(Debt Scheme - Ultra Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF173K01HI3
NAV · 06-Jul-2026
₹3125.6514
1M
+0.97%
6M
+3.35%
1Y (CAGR)
+6.45%
3Y (CAGR)
+7.33%
5Y (CAGR)
—
Since inception (CAGR)
+6.84%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
0.35%
Downside dev (3y)
0.14%
Max drawdown (3y)
-0.1%
Sharpe (3y)
2.37
SIP XIRR (3y)
+7.18%
Calendar-year returns
2023 +7.4%2024 +7.8%2025 +7.3%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
AUM₹23,309 Cr
Expense ratio0.22% · 2026-05-31
TER · AMFI officialDirect 0.23% · Regular 1.38% (2026-06-30)
Launch date20-Dec-2007
Plan typeOpen Ended · Debt
Min lumpsum₹1,000
Min SIP₹1,000
Lock-inNone
Volatility0.37
AMCSundaram Asset Management Company Ltd
Objective · To generate regular income & capital appreciation through investments in debt securities and money market instruments.
scheme documents ↗