Sundaram Ultra Short to Short Term Fund - Direct - Growth
Income/Debt Oriented Schemes by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
7.15%
Expense Ratio
0.40%
as of 01/08/2026
AUM
₹162.23 Cr
Qtr End: Jun 26
NAV
₹4,008.953
as of 14/10/2026
3Y Returns (CAGR)
7.15%
Expense Ratio
0.40%
as of 01/08/2026
AUM
₹162.23 Cr
Qtr End: Jun 26
NAV
₹4,008.953
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.33% | 5.43% | 0.45% |
| 6M | 2.94% | 5.96% | 0.65% |
| 1Y | 5.76% | 5.76% | 0.59% |
| 3Y | 23.02% | 7.15% | 0.49% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 19/08/2004
- Fund Age
- 22.1 years
- Minimum Investment
- ₹1,000
- Fund House
- Sundaram Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Ultra Short to Short Term Fund (Income/Debt Oriented Schemes)
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