OriginFunds
Sundaram Mutual Fund

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan IDCW Weekly

Open Ended Schemes(Debt Scheme - Ultra Short Duration Fund)Low to Moderate Risk
NAV · 26-May-2022
1020.1955
1M
+0.05%
6M
1Y (CAGR)
3Y (CAGR)
5Y (CAGR)
Since inception
+0.07%

NAV history

10191019102003-01-202226-05-20221020.20
 hover for values

Risk & SIP analytics

Volatility (3y)
0.44%
Downside dev (3y)
0.43%
Max drawdown (3y)
-0.3%

Fund facts

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
Volatility0.45
AMCSundaram Asset Management Company Ltd

Objective · To generate regular income & capital appreciation through investments in debt securities and money market instruments.

scheme documents ↗