TickerKhojSundaram Mutual Fund · Debt · Ultra Short Term · Regular plan
Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) - Regular Plan - Growth
₹2,872.7647NAV on 30 Oct 2026Expense ratio 1.38%
29 Oct 2025NAV low 2,732 · high 2,872.76+5.2%
In plain words
Over 3 years it returned +5.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.1%.
On 3-year return it ranks 8 of 19 funds in Ultra Short Term.
A monthly SIP over 3 years ended ₹8,030 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% | +1.9% |
| 3 months | +1.2% | -5.1% |
| 6 months | +2.7% | -3.2% |
| 1 year | +5.2% | -10.2% |
| 3 years (yearly) | +5.9% | +7.4% |
| Since start (yearly) | +5.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,839 | +5.3% |
| 3 years | ₹3,60,000 | ₹3,93,804 | +5.6% |
Other plan of this fund: Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) - Direct Plan - Growth