DebtUltra Short Duration FundDirect · Growth
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option
Sundaram · Scheme 149539
₹3,140.47▲ 0.02%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
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3Y CAGR
7.3%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.50% |
| 3 Months | +1.79% |
| 6 Months | +3.47% |
| 1 Year | +6.42% |
| 3 Years (CAGR) | +7.29% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +6.82% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns32
Consistency100
Risk-adjusted68
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Volatility: 0% annualised
- ✓ Max drawdown: -0%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +7.3%
- • 1Y return: +6.4%
Risk metrics
Sharpe ratio
1.05
Sortino ratio
1.31
Volatility
0.35%
Max drawdown
-0.16%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.