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: 1.48% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 2,316.11 Cr As on 28-11-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

2755.2346

5.46%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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 6.27
Average Maturity 0.47

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 5.85 6.1 6.11 4.94 5.04
Aditya Birla Sun Life Savings Fund-Retail Growth 27-11-2001 7.29 7.52 7.42 6.19 7.03
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 27-11-2001 7.29 7.52 7.42 6.18 7.03
Mirae Asset Ultra Short Duration Fund Regular Growth 05-10-2020 7.07 7.31 7.26 5.99 -
ICICI Prudential Ultra Short Term Fund - Growth 01-05-2011 7.01 7.19 7.12 5.98 6.89
Franklin India Ultra Short Duration Fund - Growth 28-08-2024 6.95 - - - -
SBI ULTRA SHORT DURATION FUND - REGULAR PLAN - GROWTH 21-05-1999 6.92 7.12 7.08 5.82 6.5
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth 05-06-2018 6.9 7.14 7.18 6.02 -
HSBC Ultra Short Duration Fund - Regular Growth 29-01-2020 6.9 7.1 7.07 5.85 -
BANDHAN ULTRA SHORT DURATION FUND - REGULAR PLAN GROWTH 05-07-2018 6.87 7.09 7.09 5.79 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.34%

Scheme Documents

There are no scheme documents available

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