Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW

Open Ended Schemes(Debt Scheme - Ultra Short Duration Fund)ISIN INF903JA1JN7

NAV · 27-Jun-2025

₹1155.9153

-0.98%

+1.25%

1Y (CAGR)

+3.01%

3Y (CAGR)

+2.74%

5Y (CAGR)

—

Since inception (CAGR)

+2.51%

NAV history

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Q2 · 3Y in category

Volatility (3y)

1.66%

Downside dev (3y)

6.12%

Max drawdown (3y)

-1.5%

Sharpe (3y)

-2.27

SIP XIRR (3y)

+2.93%

Calendar-year returns

2023 +3.2%2024 +3.6%

Launch date20-Dec-2007

Min lumpsumRs.1000/- and amount thereafter

AMCSundaram Asset Management Company Ltd