Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Ultra Short Duration
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; Sandeep Agarwal
59steady
Latest NAV
₹3149.3157
as of 18 Aug 2026
AUM
—
Expense ratio
0.19%
as of 30 Jun 2026
Inception
03 Jan 2022
FundScore
59/100steady
Rank #94 of 313 in Ultra Short Duration · top 41%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.64%
3M
1.97%
6M
3.44%
1Y
6.51%
3Y CAGR
7.30%
5Y CAGR
—
Since incep.
6.82%
Fund details
- Fund manager
- Kumaresh Ramakrishnan; Sandeep Agarwal
- Riskometer
- Low to Moderate Risk
- Type
- Open Ended
- Portfolio turnover
- —
- Volatility (3Y)
- 0.4%
- Rating (external)
- ★★★★☆as of 31 Jul 2026
Investment objective
To generate regular income & capital appreciation through investments in debt securities and money market instruments.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
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