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Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW
★★★★★ monitor_heart Health Score: 66/100 · GoodSundaram Mutual Fund · Debt · Ultra Short Duration Fund
₹1,155.92
AUM: ₹2,330 Cr
NAV updated about 2 months ago
Plan
Regular
Option
Idcw
Risk
Low to Moderate
Expense Ratio
0.23%
Exit Load
Nil
Fund Manager
Pankaj Jain
Inception
Jan 2013
Benchmark
NIFTY Ultra Short Duration Debt Index A-I
Sharpe Ratio
—
Std Dev (1Y)
—
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.52%
3m
+1.65%
6m
+3.01%
1y
+6.14%
3y
+7.24%
5y
+6.4%
10y
+6.0%
since inception
+2.51%
rate_review TopFund's Take on Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW
Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW holds up reasonably well within the Ultra Short Duration Fund category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 66/100.
Cost: At 0.23%, the expense ratio is meaningfully cheaper — about 39% below the Ultra Short Duration Fund category average of 0.38% (based on 58 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW
The current NAV (Net Asset Value) of Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW is ₹1155.92. NAV is updated every business day after market close by AMFI.
1Y: 6.14% · 3Y CAGR: 7.24% · 5Y CAGR: 6.4%
The expense ratio is 0.23% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW is managed by Pankaj Jain at Sundaram Mutual Fund.
Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW is a Low to Moderate risk fund. Suitable for investors with a moderate risk appetite.
Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW is a Ultra Short Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW is ₹2,331 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.