TickerKhojSundaram Mutual Fund · Debt · Ultra Short to Short Term · Direct plan
Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) - Direct Plan - Growth
₹4,013.5878NAV on 2 Nov 2026Expense ratio 0.40%
3 Nov 2025NAV low 3,798.79 · high 4,013.59+5.7%
In plain words
Over 3 years it returned +7.2% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.2%.
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 | +0.3% | +4.6% |
| 3 months | +1.2% | -3.8% |
| 6 months | +3.1% | -1.6% |
| 1 year | +5.7% | -8.1% |
| 3 years (yearly) | +7.2% | +8.0% |
| Since start (yearly) | +6.7% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,710 | +5.7% |
| 3 years | ₹3,60,000 | ₹3,98,559 | +6.7% |
Other plan of this fund: Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) - Regular Plan - Growth