NSE ScannerSundaram Mutual Fund · Debt · Ultra Short Term · Direct plan
Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) - Direct Plan - Growth
₹3,183.8698NAV on 30 Oct 2026Expense ratio 0.23%
29 Oct 2025NAV low 2,992.14 · high 3,183.87+6.4%
In plain words
Over 3 years it returned +7.2% 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 | +0.4% | +1.9% |
| 3 months | +1.5% | -5.1% |
| 6 months | +3.3% | -3.2% |
| 1 year | +6.4% | -10.2% |
| 3 years (yearly) | +7.2% | +7.4% |
| Since start (yearly) | +6.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,738 | +6.5% |
| 3 years | ₹3,60,000 | ₹4,01,834 | +6.9% |
Other plan of this fund: Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) - Regular Plan - Growth