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OmniAsset › Mutual funds › Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund)

Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund)

Ultra Short Duration fund benchmarked to Nifty Ultra Short Duration Debt Index A-I. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 20262855.9676
CategoryUltra Short Duration
PlanRegular · Growth
Launched20 Dec 2007
Risk labelthe scheme's own riskometerLow to Moderate
Legal benchmarkSEBI Tier-1Nifty Ultra Short Duration Debt Index A-I
Expense ratiodirect plan, a year1.39%
AUM₹1,133 Cr
Growth of ₹10,000₹12,8573 Jan 2022 to 2 Sep 2026
₹12,857₹12,142₹11,428₹10,714₹10,000Jan 2022Mar 2023May 2024Jul 2025Sep 2026
₹12,857 (+5.5% a year) Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund)

Performance (trailing, annualised)

1Y annualised5.34%
3Y annualised6.00%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,6685.69%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,93,3935.84%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20236.10%
Calendar 20246.45%
Calendar 20255.93%

Rolling returns

Rolling 1Y · average188 windows since 5 Jan 20235.85%
Rolling 1Y · median6.13%
Rolling 1Y · worst window3.71%
Rolling 1Y · best window6.75%
Rolling 1Y · windows positive100%
Rolling 3Y · average86 windows since 6 Jan 20255.98%
Rolling 3Y · median6.03%
Rolling 3Y · worst window5.41%
Rolling 3Y · best window6.22%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)0.33%
Downside deviation (3Y)0.07%
Maximum drawdown-0.07%

Management

Fund managerFM 1 -Mr. Sandeep Agarwal, FM 2 -Mr. Kumaresh Ramakrishnan
Managing since31 Dec 2021

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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