TickerKhojSundaram Mutual Fund · Debt · Ultra Short to Short Term · Regular plan
Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) - Regular Plan - Growth
₹3,705.3163NAV on 2 Nov 2026Expense ratio 1.15%
3 Nov 2025NAV low 3,533.82 · high 3,705.32+4.9%
In plain words
Over 3 years it returned +6.4% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.3%.
On 3-year return it ranks 13 of 20 funds in Ultra Short to Short Term.
A monthly SIP over 3 years ended ₹4,747 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.2% | +4.6% |
| 3 months | +1.0% | -3.8% |
| 6 months | +2.7% | -1.6% |
| 1 year | +4.9% | -8.1% |
| 3 years (yearly) | +6.4% | +8.0% |
| Since start (yearly) | +6.0% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,199 | +4.9% |
| 3 years | ₹3,60,000 | ₹3,93,812 | +5.9% |
Other plan of this fund: Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) - Direct Plan - Growth