Ultra Short Durationregulargrowth
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.15%
1 Month+0.31%
3 Months+1.06%
6 Months+2.30%
1 Year+5.32%
3 Years (CAGR)+5.97%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jan 2022)+5.45%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.83%
3 Year SIP+5.75%
5 Year SIP—
Since Inception (Jan 2022)+5.76%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryUltra Short Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Jan 2022
AMFI Code149535
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option by Sundaram Mutual Fund is a Ultra Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Ultra Short Duration category.
About This Fund
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option is a Ultra Short Duration mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations