Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option

Fund House: Sundaram Mutual Fund
Category: Debt: Ultra Short Duration
Launch Date: 01-01-2013
Asset Class:
Benchmark: Nifty Ultra Short Duration Debt Index A-I
TER: 1.37% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,816.81 Cr As on 30-04-2026(Source:AMFI)
Turn over: - | Exit Load: NIL

2802.7537

5.44%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 1D Rate Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-5 Years 0 Months
-5 Years 0 Months
-5 Years 0 Months
-5 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate regular income by investing predominantly in debt and money market instruments

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.53
Average Maturity 0.75

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option 01-01-2013 4.83 5.72 5.86 5.09 4.89
Mirae Asset Ultra Short Duration Fund Regular Growth 05-10-2020 6.01 6.92 7.05 6.17 -
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth 05-06-2018 5.97 6.82 6.96 6.2 -
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 27-11-2001 5.94 7.0 7.14 6.29 6.87
Aditya Birla Sun Life Savings Fund-Retail Growth 27-11-2001 5.94 7.0 7.14 6.29 6.87
HSBC Ultra Short Duration Fund - Regular Growth 29-01-2020 5.93 6.78 6.9 6.04 -
ICICI Prudential Ultra Short Term Fund - Growth 01-05-2011 5.89 6.75 6.88 6.08 6.74
BANDHAN ULTRA SHORT DURATION FUND - REGULAR PLAN GROWTH 05-07-2018 5.83 6.7 6.85 5.98 -
Franklin India Ultra Short Duration Fund - Growth 28-08-2024 5.8 - - - -
Nippon India Ultra Short Duration Fund- Growth Option 07-12-2001 5.79 6.6 6.69 6.69 5.77

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.6%

Others

0.4%

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