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Debt · Debt Scheme - Ultra Short Duration Fund

Sundaram Ultra Short Term Fund

Sundaram · Direct Plan · Growth · as of 2026-10-22
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Key metrics

Latest NAV
₹3,178.72
Day change
-0.03%
Volatility
0.3%
Sharpe
-0.34
Max drawdown
-0.2%
Category rank
13 / 27

Further reading: Median maximum drawdown by fund category, measured across 1,767 funds

Trailing returns

Period1W1M3M6M1Y3Y5Y7Y10Y
Return-0.02%0.31%1.50%3.15%6.38%7.21%–––
Returns up to 1Y are absolute; 1Y and longer are annualised (CAGR). Source: public AMFI NAV data.

NAV history

2270259129123233Jan 22May 24Oct 26+36.9% over period
Chart shows the fund's available daily NAV history. Daily NAV data begins around 2006, so older funds may predate this range.

About this fund

Sundaram Ultra Short Term Fund is a debt fund offered by Sundaram Mutual Fund, classified under Debt as Debt Scheme - Ultra Short Duration Fund. Debt funds are sensitive to interest-rate moves and the credit quality of holdings. Its latest NAV is ₹3,178.72.

Further reading: What a category rank actually tells you

Performance analysis

Over the trailing one year, Sundaram Ultra Short Term Fund has recorded a return of about 6.4%, with a three-year return of 7.2%. Its annualised volatility is 0.3% — relatively low fluctuations — and its Sharpe ratio is -0.34, a measure of return per unit of risk taken.

Further reading: Reading a fund page: what each number does and doesn't say

Rolling returns

WindowAvgMedianMinMax% Pos% >12
1Y7.137.405.008.16100%0%
3Y7.297.326.697.55100%0%
Each row takes every possible start date in the fund's history and computes the annualised return (CAGR) over that window. Avg/Median = the typical outcome; Min/Max = worst and best; % Pos = how often the window ended positive; % >12 = how often it beat 12% a year. Higher consistency means timing mattered less.

Further reading: Why a single trailing return misleads, measured across 830 funds

Frequently asked questions

What does Sundaram Ultra Short Term Fund invest in?
It invests primarily in fixed-income instruments such as bonds and money-market securities.
How is this fund classified?
It is a Debt Scheme - Ultra Short Duration Fund fund in the Debt group.
How often is the NAV updated?
Mutual fund NAVs are declared by the AMC on every business day. This page sources NAV from public AMFI data and refreshes twice daily.
How is the rolling return calculated?
Rolling return averages the fund's annualised return over every possible window of a given length across its history, rather than a single start-to-end period — reducing the effect of one lucky or unlucky entry date.
Is past performance a guarantee of future returns?
No. Past performance does not indicate future results; mutual fund values fluctuate with markets. Read all scheme-related documents carefully before investing.

Compare with peers

Further reading: Every fund measured against the best performer in its own category

Similar Debt Scheme - Ultra Short Duration Fund
Fund1M3M6M1Y3Y5Y10YTER %
Franklin India Ultra Short Term Fund
Debt Scheme - Ultra Short Duration Fund
0.281.443.036.30––––
Union Short Term Fund
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-0.300.252.033.80––––
Edelweiss Ultra Short Term Fund
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0.27–––––––
Canara Robeco Ultra Short Term Fund
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0.241.433.046.316.986.336.090.30
DSP Ultra Short Term Fund
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0.251.433.066.447.276.676.38–
BANK OF INDIA ULTRA SHORT TERM FUND
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0.231.372.936.266.846.236.43–
Aditya Birla Sun Life Ultra Short Term Fund
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0.261.453.156.397.416.776.94–
Kotak Ultra Short Term Fund
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0.251.363.016.287.146.586.67–
More funds from Sundaram
Fund1M3M6M1Y3Y5Y10YTER %
Sundaram Ultra Short to Short Term Fund
Income/Debt Oriented Schemes - Ultra Short to Short Term Fund
0.141.182.795.667.18–––
Sundaram Focused Fund
Equity Scheme - Focused Fund
-3.70-2.860.87-2.649.51––1.04
Sundaram Arbitrage Fund
Hybrid Scheme - Arbitrage Fund
0.591.453.226.777.20––0.20
Sundaram ELSS Tax Saver Fund
Equity Scheme - ELSS
-4.18-5.67-8.04-10.907.02––1.38
Sundaram Short Term Fund
Debt Scheme - Short Duration Fund
-0.230.532.244.597.30–––
Sundaram Aggressive Hybrid Fund
Hybrid Scheme - Aggressive Hybrid Fund
-5.23-4.62-4.76-7.947.56––0.62
Sundaram Liquid Fund
Debt Scheme - Liquid Fund
0.411.493.216.516.95––0.12
Sundaram Multi Cap Fund
Equity Scheme - Multi Cap Fund
-7.44-5.36-2.25-7.0210.68––0.76
Returns ≥ 1Y are annualised (CAGR). TER = direct-plan base expense ratio. Click a fund to open its page.