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Ultra Short Duration📊 NIFTY Ultra Short Duration Debt Index(SEBI default)

Sundaram Ultra Short Duration Fund · Regular · Growth

Sundaram Mutual Fund

#26 of 26 (1Y)

NAV

₹2817.3546

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹1,895 Cr

Viewing Regular · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+5.01%
3Y
+5.95%
5Y
+5.17%
Since Inception

SIP returns (XIRR)

1Y
+5.10%
3Y
+5.75%
5Y
+5.67%
Since Inception

Returns calculated from 25 December 2011 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Risk Metrics

Trailing 1 year, annualised

-1.46

Sharpe Ratio

Alpha

Beta

-1.79

Sortino

0.36%

Std Dev

-0.07%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseSundaram Mutual Fund
CategoryUltra Short Duration
BenchmarkNIFTY Ultra Short Duration Debt Index
Launch Date28 Dec 2007
AMFI Code149535
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Sundaram Ultra Short Duration Fund · Regular · Growth 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 · Regular · Growth is a Ultra Short Duration mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹1,895 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Ultra Short Duration Debt Index.

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