Mutual funds · Debt Funds
Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund)
Sundaram Mutual Fund · Regular plan · IDCW option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 149752
- Category
- Income/Debt Oriented Schemes - Ultra Short to Short Term Fund
- ISIN
- INF903JA1JT4
- Plan / option
- Regular / IDCW
- Fund age
- 3.5 years
- Expense ratio (TER)
- 1.15% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▼ -1.2%
3 months▲ +0.3%
6 months▲ +1.6%
1 year▲ +4.0%
3-year CAGR▲ +3.4%
5-year CAGR–
10-year CAGR–
Volatility (3y)1.7%
Sharpe (3y)-1.42
Sortino (3y)-1.45
Beta vs NIFTY 500.02
Max fall (3y)-1.8%
Computed from NAV (844 daily points to 2025-06-27). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Regular · IDCW | 1,341.6648 |
| Direct · IDCW | 1,009.6449 |
| Direct · IDCW | 1,006.3073 |
| Regular · IDCW | 1,010.4171 |
| Regular · IDCW | 1,015.7943 |
| Direct · IDCW | 1,098.0393 |
| Regular · IDCW | 1,088.0156 |
| Direct · IDCW | 1,255.0849 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.