SCHEME OVERVIEW

Sundaram Ultra Short to Short Term Fund - Regular Plan - Growth

(Erstwhile Sundaram Low Duration Fund Growth Option)

Category: Debt: Low Duration
Launch Date: 01-01-2013
Asset Class: Fixed Income
Benchmark: Nifty Low Duration Debt Index A-I
Expense Ratio: 1.14% As on (29-09-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 381 Cr As on (30-09-2026)
Turn over:
NAV as on 30-10-2026

3703.0911

0.78 (0.0211%)

CAGR Since Inception

6.97%

Nifty Low Duration Debt Index A-I 6.27%

PERFORMANCE of Sundaram Ultra Short to Short Term Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 30-10-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Ultra Short to Short Term Fund - Regular Plan - Growth 4.86 6.4 5.85 5.59 6.97
Benchmark - - - - -
Debt: Low Duration 5.27 6.69 6.06 6.2 6.45

Yearly Performance (%)

Nav Movement

Fund Managers

Sandeep Agarwal, Kumaresh Ramakrishnan

Investment Objective

To generate regular income & capital appreciation through investments in debt securities and money market instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.

RETURNS CALCULATOR for Sundaram Ultra Short to Short Term Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Ultra Short to Short Term Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Ultra Short to Short Term Fund - Regular Plan - Growth 4.09 - - - 7.2 0.7
Debt: Low Duration - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Ultra Short to Short Term Fund - Regular Plan - Growth 01-01-2013 4.86 5.95 6.4 5.85 5.59

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Ultra Short to Short Term Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)