Sundaram Ultra Short Duration Fund - Direct - Growth
A Debt Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
7.26%
Expense Ratio
0.24%
as of 01/02/2026
AUM
₹1,418.11 Cr
Qtr End: Dec 25
NAV
₹3,050.503
as of 02/03/2026
3Y Returns (CAGR)
7.26%
Expense Ratio
0.24%
as of 01/02/2026
AUM
₹1,418.11 Cr
Qtr End: Dec 25
NAV
₹3,050.503
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹12.4k
Abs. Returns23.8%
CAGR7.4%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.37% | 5.58% | 0.32% |
| 6M | 2.91% | 5.90% | 0.30% |
| 1Y | 6.90% | 6.90% | 0.38% |
| 3Y | 23.41% | 7.26% | 0.33% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 20/12/2007
- Fund Age
- 18.2 years
- Minimum Investment
- ₹1,000
- Fund House
- Sundaram Mutual Fund
- Category
- Debt Scheme
- Sub-category
- Ultra Short Duration Fund (Debt Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
| Aditya Birla Sun Life Savings Fund - Direct - Growth | 7.51% | 0.33% | ₹15,159.09 |
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| DSP Ultra Short Fund - Direct - Growth | 7.35% | 0.30% | ₹1,965.29 |
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