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
₹3,149.32▲ 0.02%NAV · 2026-09-18
Strong FundScore
AUM
₹2,284 cr
Expense ratio
0.23%
3Y CAGR
7.3%
Risk level
Low
Min SIP
₹1,000
Benchmark
CRISIL Ultra Short Duration Debt Index
Fund manager: Pankaj JainExit load: Nil
Strong · 74/100
A high-quality fund that scores well on the factors that matter.
🎯 Suited to short-to-medium horizons and investors wanting stability over growth.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 0%.
- ✓Low volatility (0% a year) — a steady, low-drama ride.
- ✓Low cost — 0.23% expense ratio means more of the return stays with you.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Beat category: beat category in 100% of windows
📉 What could drag it down
- •3Y CAGR: +7.3%
- •1Y return: +6.5%
FundScore breakdown
74/100 · Strong
Returns
Weak
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.